An investment proposition designed with you in mind
We’re focused on creating great outcomes for your clients. And as one of the last remaining independent platforms, we’re strategically aligned to your business.
Find all the important information about the investments you can access on our platform. See all the charges, types, objectives and relevant yields. Independent ratings and factsheets are also available.
You can access a wide range of investments on our platform. From shares and funds to Unit Trusts and OEICs to structured products, ETFs and Investments Trusts.
Over 6,000 lines of assets, including 3,500 funds from more than 300 fund managers, plus offshore and onshore, retail and institutional, authorised and non-daily dealt. Choose from a number of Structured Products from providers like Investec, Morgan Stanley, Mariana Capital, Meteor and Walker Cripps.
From time to time investments that your clients hold through Wealthtime may undergo some material changes known as corporate actions. Common types can include fund closures, soft closures, mergers, a dilution levy or asset suspension. New corporate actions will be emailed to you with the relevant details and you can find a full list of recent corporate actions in the Business Dashboard of the platform.