Welcome to Wealthtime
We take the smarter approach by combining best-in-market solutions with in-house tech. We staunchly believe pricing should be simple that’s why we operate a transparent charging structure with no hidden fees. And our continuous investment in tech and our award-winning service keeps us sharper.
Smarter
We’ve spent 15 years listening to advisers like you so we know exactly where we should be focusing our attention. Our roadmap is primarily informed by adviser feedback. Right now, we’ve got AI deployed to smarten up our processes and we’re continuously investing in our tech infrastructure and performance.
Simpler
We want to make your life easier. All our tools are specifically designed to help you better support your clients. Most of our documents can be completed online and you can speak to our team to get support whenever you need it. And we’re proudly independent – there’s no D2C arm competing for clients, keeping the relationship between us and our users as simple as possible.
Sharper
Our teams are focused on cutting processes and pushing our pipeline of platform enhancements. We run first-class onboarding sessions to sharply get your team up to speed with our platform, and your dedicated point of contact will be on hand going forwards.
To see what our smarter, simpler, and sharper platform could do for you and your business, book a demo with our sales team today.
Call our team today
Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
For Wealthtime platform queries, call
0345 680 8000
For Wealthtime Classic platform queries, call
03330 417 010