{"id":264,"date":"2023-08-21T07:48:20","date_gmt":"2023-08-21T07:48:20","guid":{"rendered":"https:\/\/www.wealthtime.com\/adviser\/?page_id=264"},"modified":"2026-03-25T17:14:26","modified_gmt":"2026-03-25T17:14:26","slug":"wealthtime-tools","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/","title":{"rendered":"Wealthtime Tools"},"content":{"rendered":"\n<section id=\"hero-block_e9d448cf1c534c33eac46ed04319fc9c\" class=\"hero black\">\n\n  \n    <div class=\"slider\" id=\"slider-block_e9d448cf1c534c33eac46ed04319fc9c\">\n\n      <div class=\"slider-wrapper\">\n\n        \n        \n          <div class=\"slide\" data-slide-index=\"1\" data-slide-active=\"true\">\n\n            \n\n  <img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1120\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1920x1120.png\" class=\"hero-image\" alt=\"row full-width hero\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1920x1120.png 1920w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-300x175.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1024x597.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-768x448.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1536x896.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-2048x1195.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-640x373.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/hero-tools-1200x700.png 1200w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/>\n\n<div class=\"grid content body-push left-aligned form-active\">\n\n  <div class=\"content-wrap\">\n\n    <div class=\"wrap-inner\">\n\n      <p class=\"label\">Dig into the detail<\/p>\n\n      \n        <h1 class=\"hero-title\">Our tools<\/h1>\n\n      \n      \n        <span class=\"hero-content\">\n\n          <div id=\"lipsum\">\n<p><span class=\"NormalTextRun SCXW73566644 BCX0\">Our\u00a0<\/span><span class=\"NormalTextRun SCXW73566644 BCX0\">comprehensive<\/span><span class=\"NormalTextRun SCXW73566644 BCX0\"> range of tools are created with advisers in mind, and we continuously enhance them based on the latest user feedback.<\/span><\/p>\n<\/div>\n\n        <\/span>\n\n      \n      \n        \n      \n      \n        <div class=\"button-wrapper\">\n\n          <a class=\"button\" href=\"https:\/\/www.wealthtime.com\/advisers\/contact\/\" target=\"\">Contact us<\/a>\n\n        <\/div>\n\n      \n      \n    <\/div>\n\n    \n  <\/div>\n\n  \n<\/div>\n          <\/div>\n\n          \n                \n      <\/div>\n\n      \n    <\/div>\n\n    \n<\/section>\n\n\n\n\n\n\n<section id=\"block_458fda9cfb04c26ce1352bc6c6dada68\" class=\"tools white \" id=\"block_458fda9cfb04c26ce1352bc6c6dada68\"  >\n\n  <div class=\"body-push row\">\n\n    \n      <h2>Wealthtime platform tools<\/h2>\n\n    \n    \n      <div class=\"content\">\n\n        <p>Dig into the detail with our comprehensive range of tools.<\/p>\n\n      <\/div>\n\n    \n    <div class=\"article-replace-section\"><\/div>\n\n    <div class=\"article-original-section\">\n\n      <div class=\"grid \" data-column-count=\"4\">\n\n        \n        \n        \n        \n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/capital-gains-calculator-2\/\" class=\"tools col-span-4\" id=\"tools-id-2087\">\n\n  <article id=\"post-2087\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/cobalt.novia-financial.co.uk\/#\/page\/dashboard\" target=\"_blank\">Access calculator<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/Capital-Gains-Calculator.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Capital Gains Calculator<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"2087\" data-mobile-state=\"false\">\n\n          \n            <p><span data-contrast=\"auto\">Our market-leading CGT calculator is fully integrated with the platform, providing both realised an unrealised gains reporting.<\/span><\/p>\n<ul>\n<li>Everything in one place \u2013 Access realised and unrealised gains reporting, capture previous acquisition costs for re-registrations and in-specie transfers, and take into account corporate actions and distributions.<\/li>\n<li>No need for re-keying \u2013 Our CGT calculator is integrated with the platform and comes preloaded with full information on your clients\u2019 assets.<\/li>\n<li>Prevent errors &#8211; Ability to load the book cost when re-registering assets preventing assumptions and errors.<\/li>\n<li>Scenario planner functionality &#8211; Check scenarios before making any sale requests.<\/li>\n<\/ul>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/cobalt.novia-financial.co.uk\/#\/page\/dashboard\" target=\"_blank\">Access calculator<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/report-zone\/\" class=\"tools col-span-4\" id=\"tools-id-2088\">\n\n  <article id=\"post-2088\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/www.noviaonline.co.uk\/externalmi\/Security\/\" target=\"_blank\">Log in<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/Report-Zone.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Report Zone<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"2088\" data-mobile-state=\"false\">\n\n          \n            <p>Get information about your business and clients at the touch of a button &#8211; with access to over 45 user-friendly reports. Within seconds, it can identify the funds your clients are invested in and provide a breakdown of charges.<\/p>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/www.noviaonline.co.uk\/externalmi\/Security\/\" target=\"_blank\">Log in<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/capital-gains-calculator\/\" class=\"tools col-span-4\" id=\"tools-id-1602\">\n\n  <article id=\"post-1602\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/investorzone.wealthtime.com\/\" target=\"_blank\">Log in<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Online-Client-Portal.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Investor Zone<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"1602\" data-mobile-state=\"false\">\n\n          \n            <p><span class=\"NormalTextRun SCXW164476707 BCX0\">Y<\/span><span class=\"NormalTextRun SCXW164476707 BCX0\">ou<\/span><span class=\"NormalTextRun SCXW164476707 BCX0\">r clients can log in anytime, anywhere, to review their investments in real time. Investors can see where assets are invested and how\u00a0<\/span><span class=\"NormalTextRun SCXW164476707 BCX0\">they\u2019re<\/span><span class=\"NormalTextRun SCXW164476707 BCX0\"> performing at the click of a button.<\/span><\/p>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/investorzone.wealthtime.com\/\" target=\"_blank\">Log in<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/model-portfolio-manager-2\/\" class=\"tools col-span-4\" id=\"tools-id-2085\">\n\n  <article id=\"post-2085\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/www.noviaonline.co.uk\/mpm\/dashboard\/index\" target=\"_blank\">Access MPM<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/Model-Portfolio-Manager.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Model Portfolio Manager<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"2085\" data-mobile-state=\"false\">\n\n          \n            <p>Construct and amend unlimited model portfolios online \u2013 then use them instantly. Our Model Portfolio Manager gives you full administrative control to construct and amend model portfolios online. Set up an unlimited number of portfolios for different risk profiles and use them instantly. You can also synchronise all clients\u2019 trades within a model portfolio saving valuable time.<\/p>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/www.noviaonline.co.uk\/mpm\/dashboard\/index\" target=\"_blank\">Access MPM<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/editable-client-reports-and-illustrations\/\" class=\"tools col-span-4\" id=\"tools-id-1593\">\n\n  <article id=\"post-1593\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/portal.novia-financial.co.uk\/research-tools\/model-portfolio-evaluator\" target=\"_blank\">Access evaluator<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Model-Portfolio-Manager-1.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Model Portfolio Evaluator<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"1593\" data-mobile-state=\"false\">\n\n          \n            <p>Evaluate portfolios quickly and easily. Our Model Portfolio Evaluator helps you evaluate a client\u2019s portfolio against model portfolios you have previously constructed. This means you can easily and efficiently manage your clients\u2019 portfolios in accordance with their asset allocation and advice strategy. All while checking the efficiency of your constructed portfolios against the market.<\/p>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/portal.novia-financial.co.uk\/research-tools\/model-portfolio-evaluator\" target=\"_blank\">Access evaluator<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/performance-and-risk-charting\/\" class=\"tools col-span-4\" id=\"tools-id-1578\">\n\n  <article id=\"post-1578\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/secure.novia-financial.co.uk\/login\" target=\"_blank\">Login<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Performance-Risk-Charting-1.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Portfolio Performance Review<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"1578\" data-mobile-state=\"false\">\n\n          \n            <p><span data-contrast=\"auto\">Deep dive into your clients\u2019 portfolios to assess performance and other viable strategies:<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">Review performance \u2013 Assess performance of a client\u2019s portfolio considering their actual cash flow.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:316,&quot;335559991&quot;:284}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Calculate returns \u2013 Calculates the rate of return earned on their money.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:316,&quot;335559991&quot;:284}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Assess other strategies \u2013 shows how investments are performing and can measure the success of switching strategies.<\/span><span data-ccp-props=\"{&quot;335559685&quot;:316,&quot;335559991&quot;:284}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><span data-contrast=\"auto\">Access the Portfolio Performance Review tool under \u2018Research Tools\u2019 on the Adviser Zone homepage.<\/span><\/p>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/secure.novia-financial.co.uk\/login\" target=\"_blank\">Login<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/notification-centre\/\" class=\"tools col-span-4\" id=\"tools-id-12741\">\n\n  <article id=\"post-12741\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/secure.novia-financial.co.uk\/login\" target=\"\">Learn more<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/02\/FAQS-green-300x300.png\" class=\"tools-thumbnail wp-post-image\" alt=\"\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/02\/FAQS-green-300x300.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/02\/FAQS-green-150x150.png 150w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/02\/FAQS-green.png 591w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Notification Centre<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"12741\" data-mobile-state=\"false\">\n\n          \n            <p><span data-contrast=\"auto\">Your one-stop shop for the latest updates on client cases and submissions. Our Notification Centre makes it easy to keep track of client cases and saving you valuable time and energy.<\/span><\/p>\n<ul>\n<li><span data-contrast=\"none\">Filter by investor, product or process<\/span><\/li>\n<li><span data-contrast=\"none\">View the most requested updates using quick picks<\/span><\/li>\n<li><span data-contrast=\"none\">Enjoy dual screen functionality<\/span><\/li>\n<li><span data-contrast=\"none\">Use our improved case tracker<\/span><\/li>\n<li><span data-contrast=\"none\">Receive transfer out updates<\/span><\/li>\n<li><span data-contrast=\"none\">Quickly respond to document required notifications<\/span><\/li>\n<\/ul>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/secure.novia-financial.co.uk\/login\" target=\"\">Learn more<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/portfolio-scanner\/\" class=\"tools col-span-4\" id=\"tools-id-1599\">\n\n  <article id=\"post-1599\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/digital.feprecisionplus.com\/Novia-Financial\" target=\"_blank\">Access fund research<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Fund-Research-1.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Fund Research Tools<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"1599\" data-mobile-state=\"false\">\n\n          \n            <p><span class=\"NormalTextRun SCXW172350661 BCX0\">Get the latest insight on fund performance. Chart selected funds and\u00a0<\/span><span class=\"NormalTextRun SCXW172350661 BCX0\">monitor<\/span><span class=\"NormalTextRun SCXW172350661 BCX0\"> their performance over a choice of time periods. You can also compare against other funds and benchmarks, such as sector averages and indices.<\/span><\/p>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/digital.feprecisionplus.com\/Novia-Financial\" target=\"_blank\">Access fund research<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/back-office-integration\/\" class=\"tools col-span-4\" id=\"tools-id-2089\">\n\n  <article id=\"post-2089\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/back-office-integrations\/%C2%A0\" target=\"\">View integrations<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/Back-Office-Integration.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Back Office Integration<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"2089\" data-mobile-state=\"false\">\n\n          \n            <p><span data-contrast=\"auto\">Our platform interfaces with a wide range of back-office systems seamlessly. We also offer integration via the FINIO data hub. The hub connects investment platforms with software providers \u2013 transforming, enriching and reconciling data before passing it on. It means you benefit from better quality data and a reduction in the manual inputs.<\/span><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/advisers\/finio\/\">Learn more about Finio here &gt;<\/a><\/p>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-tools\/back-office-integrations\/%C2%A0\" target=\"\">View integrations<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/origos-unipass-loa\/\" class=\"tools col-span-4\" id=\"tools-id-12742\">\n\n  <article id=\"post-12742\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/origo.com\/unipass-services\/unipass-letter-of-authority\" target=\"_blank\">Learn more<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Electronic-Signature.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Origo&#8217;s Unipass LoA<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"12742\" data-mobile-state=\"false\">\n\n          \n            <p><span class=\"TextRun SCXW84335252 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW84335252 BCX0\">Manage\u00a0<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">Letters of Authority (<\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW84335252 BCX0\">LoA<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">)<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">\u00a0completely online across multiple providers<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">.<\/span>\u00a0<span class=\"NormalTextRun SpellingErrorV2Themed SCXW84335252 BCX0\">Unipass<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">\u00a0Letter of Authority is a flexible, efficient, digital service, which solves the issues experienced between advisers,\u00a0<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">providers<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">\u00a0and platforms in sending and receiving letters of authority.<\/span>\u00a0<span class=\"NormalTextRun SCXW84335252 BCX0\">We\u2019ve<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">\u00a0embedded\u00a0<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">this<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">\u00a0service\u00a0<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">on our platform\u00a0<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">to streamline and speed up the\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW84335252 BCX0\">LoA<\/span>\u00a0<span class=\"NormalTextRun SCXW84335252 BCX0\">process for advisers.\u00a0<\/span><\/span><span class=\"TextRun SCXW84335252 BCX0\" lang=\"EN-GB\" xml:lang=\"EN-GB\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW84335252 BCX0\">Save admin time by accessing and actioning your\u00a0<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">LoA<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">s<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">\u00a0through\u00a0<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">the\u00a0<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">Unipass<\/span>\u00a0<span class=\"NormalTextRun SCXW84335252 BCX0\">online portal<\/span><span class=\"NormalTextRun SCXW84335252 BCX0\">.<\/span><\/span><\/p>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/origo.com\/unipass-services\/unipass-letter-of-authority\" target=\"_blank\">Learn more<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/portfolio-scanner-2\/\" class=\"tools col-span-4\" id=\"tools-id-2084\">\n\n  <article id=\"post-2084\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/Portfolio-Scanner.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Portfolio Scanner<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"2084\" data-mobile-state=\"false\">\n\n          \n            <p><span class=\"NormalTextRun SCXW201801828 BCX0\">Drill down and conduct a thorough examination of client portfolios. Analyse asset allocation, geographical and sector split, return<\/span><span class=\"NormalTextRun SCXW201801828 BCX0\">s<\/span><span class=\"NormalTextRun SCXW201801828 BCX0\"> compared to benchmarks and risk ratings. These reports are ideal for client updates and annual review packs.<\/span><\/p>\n\n          \n          \n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/portfolio-performance-review\/\" class=\"tools col-span-4\" id=\"tools-id-1598\">\n\n  <article id=\"post-1598\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Performance-Risk-Charting.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Performance and Risk Charting<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"1598\" data-mobile-state=\"false\">\n\n          \n            <p><span class=\"NormalTextRun SCXW100468171 BCX0\">Chart funds based on their performance and risk rating. You can also chart assets such as unit trusts\/OEICs, life and pension funds, investment\u00a0<\/span><span class=\"NormalTextRun SCXW100468171 BCX0\">trusts<\/span><span class=\"NormalTextRun SCXW100468171 BCX0\">\u00a0and ETFs. Information provided by FE\u00a0<\/span><span class=\"NormalTextRun SpellingErrorV2Themed SpellingErrorHighlight SCXW100468171 BCX0\">fund info<\/span><span class=\"NormalTextRun SCXW100468171 BCX0\">\u00a0\u2013 a leading financial data company connecting the investment industry in the UK,\u00a0<\/span><span class=\"NormalTextRun SCXW100468171 BCX0\">Europe<\/span><span class=\"NormalTextRun SCXW100468171 BCX0\"> and Asia Pacific.<\/span><\/p>\n\n          \n          \n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/model-portfolio-evaluator-2\/\" class=\"tools col-span-4\" id=\"tools-id-1595\">\n\n  <article id=\"post-1595\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Editable-Client-Reports-Illustrations.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Editable Client Reports<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"1595\" data-mobile-state=\"false\">\n\n          \n            <p><span class=\"NormalTextRun SCXW9912644 BCX0\">Do more online than ever before.\u00a0<\/span><span class=\"NormalTextRun SCXW9912644 BCX0\">Almost all<\/span>\u00a0<span class=\"NormalTextRun SCXW9912644 BCX0\">our processes are\u00a0<\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW9912644 BCX0\">online<\/span><span class=\"NormalTextRun SCXW9912644 BCX0\">\u00a0and<\/span><span class=\"NormalTextRun SCXW9912644 BCX0\">\u00a0we allow signatureless forms that can\u00a0<\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW9912644 BCX0\">sent<\/span><span class=\"NormalTextRun SCXW9912644 BCX0\">\u00a0to us via secure email.<\/span><span class=\"NormalTextRun SCXW9912644 BCX0\">\u00a0Saving you time and reducing effort.<\/span><\/p>\n\n          \n          \n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/lifestyle-planner\/\" class=\"tools col-span-4\" id=\"tools-id-1601\">\n\n  <article id=\"post-1601\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Electronic-Submission.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Electronic Submission<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"1601\" data-mobile-state=\"false\">\n\n          \n            <p><span class=\"NormalTextRun SCXW120942650 BCX0\">Do more online than ever before.\u00a0<\/span><span class=\"NormalTextRun SCXW120942650 BCX0\">Almost all<\/span>\u00a0<span class=\"NormalTextRun SCXW120942650 BCX0\">our processes are\u00a0<\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW120942650 BCX0\">online<\/span><span class=\"NormalTextRun SCXW120942650 BCX0\">\u00a0and<\/span><span class=\"NormalTextRun SCXW120942650 BCX0\">\u00a0we allow signatureless forms that can\u00a0<\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW120942650 BCX0\">sent<\/span><span class=\"NormalTextRun SCXW120942650 BCX0\">\u00a0to us via secure email.<\/span><span class=\"NormalTextRun SCXW120942650 BCX0\"> Saving you time and reducing effort.<\/span><\/p>\n\n          \n          \n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n            \n            \n<div data-href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/wealthtime_tools\/imago-illustrations\/\" class=\"tools col-span-4\" id=\"tools-id-2848\">\n\n  <article id=\"post-2848\" class=\"tools-post\">\n\n    <div class=\"post-wrapper\">\n\n      \n        <a class=\"login-button-tab\" href=\"https:\/\/imago.novia-financial.co.uk\/ImagoWeb\/#clients\" target=\"_blank\">Access Imago<\/a>\n\n      \n\n      <div class=\"post-thumbnail\">\n\n        \n          <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/Money-Weighted-Analysis.svg\" class=\"tools-thumbnail wp-post-image\" alt=\"\" \/>\n        \n      <\/div>\n\n      \n        <h3 class=\"post-title\">Imago Illustrations<\/h3>\n\n      \n\n      <span class=\"meta\">\n\n        <span class=\"blurb\" data-tab-id=\"2848\" data-mobile-state=\"false\">\n\n          \n            <p>Generate clear, personalised, and easy to understand illustrations to help your clients make informed decisions about their financial future.<\/p>\n\n          \n          \n          \n            <a class=\"button\" href=\"https:\/\/imago.novia-financial.co.uk\/ImagoWeb\/#clients\" target=\"_blank\">Access Imago<\/a>\n\n          \n        <\/span>\n\n\n                  <span class=\"learn-more-button\">Learn more<span class=\"arrow-close\"><\/span>\n        \n    <\/div>\n\n  <\/article>\n\n<\/div>\n          \n        \n      <\/div>\n\n    <\/div>\n\n    \n    \n    \n  <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_3fd65b30a28138acc7770464143af11f\" class=\" signposts bg-pattern-1 \" id=\"signposts-block_3fd65b30a28138acc7770464143af11f\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid  layout-75-35\">\n\n            <div class=\"col-1\">\n                \n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <h2>Learn more about our platform<\/h2>\n<h3><span data-contrast=\"auto\">Outstanding investment choice<\/span><\/h3>\n<h4><span data-contrast=\"auto\">Our comprehensive range of investments gives advisers the choice and flexibility to deliver the best possible outcomes for clients.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/h4>\n\n                    <\/div>\n\n                \n                        \n                    \n                        <div class=\"button-wrapper\">\n\n\n                            <a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/wealthtime-investments\/\" target=\"_self\" class=\"button white\">Explore our investment range<\/a>\n                    \n                        <\/div>\n\n                    \n                \n            <\/div>\n\n            \n                <div class=\"col-2\">\n\n                    <div class=\"image\" data-animate-on-scroll='fade-in'>\n\n                        <img loading=\"lazy\" decoding=\"async\" width=\"2250\" height=\"1501\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6.png 2250w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-300x200.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-1024x683.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-768x512.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-1536x1025.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-2048x1366.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-640x427.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-1200x801.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/6-1920x1281.png 1920w\" sizes=\"auto, (max-width: 2250px) 100vw, 2250px\" \/>\n                    <\/div>\n            \n                <\/div>\n                \n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_e32ab922ce4edd993abe8f21b8c90f02\" class=\" signposts white \" id=\"signposts-block_e32ab922ce4edd993abe8f21b8c90f02\"  >\n\n    <div class=\"body-push row\">\n\n        <div class=\"grid reverse-layout layout-75-35\">\n\n            <div class=\"col-1\">\n                \n                                     \n                    <h2 class=\"section-title\">The platform built around you<\/h2>\n\n                \n                \n                    <div class=\"content\" data-animate-on-scroll='fade-up'>\n\n                        <h4>Discover everything our platform has to offer, from our wide range of tax-efficient wrappers to our future-proofed platform technology.<\/h4>\n\n                    <\/div>\n\n                \n                        \n                    \n                        <div class=\"button-wrapper\">\n\n\n                            <a href=\"https:\/\/www.wealthtime.com\/advisers\/wealthtime\/\" target=\"_self\" class=\"button black\">Discover our platform<\/a>\n                    \n                        <\/div>\n\n                    \n                \n            <\/div>\n\n            \n                <div class=\"col-2\">\n\n                    <div class=\"image\" data-animate-on-scroll='fade-in'>\n\n                        <img loading=\"lazy\" decoding=\"async\" width=\"2250\" height=\"1501\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7.png\" class=\"attachment-small size-small\" alt=\"signpost row\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7.png 2250w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7-300x200.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7-1024x683.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7-768x512.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7-1536x1025.png 1536w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7-2048x1366.png 2048w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7-640x427.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7-1200x801.png 1200w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/7-1920x1281.png 1920w\" sizes=\"auto, (max-width: 2250px) 100vw, 2250px\" \/>\n                    <\/div>\n            \n                <\/div>\n                \n            \n        <\/div>\n\n            \n\n\n        \n\n        \n    <\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":246,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-264","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wealthtime Tools - Advisers<\/title>\n<meta name=\"description\" content=\"We offer all the tools you need to help you 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