Welcome to Wealthtime, the adviser platform that’s built around you
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.
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.
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.
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.