Evolution
We’re transforming the way we help you manage your clients’ finances
Find out about our agreement with Wipro, a global technology company, which provides information technology, consulting, and business process services and its global technology partner GBST, helping us to create a market-leading, digital-first platform with truly innovative service built around our customers.
Rethinking Retirement
Unlock the secret to executing a best-in-class retirement advice service
Based on content from our recent roadshows, this CPD-accredited webinar will help advisers move from reviewing and strategising to implementing and executing a best-in-class retirement advice service.
Welcome to the next generation adviser platform business. Here at Wealthtime, you’ll find a smarter technology experience that places you at the core of everything we do.
Following years of hard work and continuous development across two separate platform products, we’ve built a group that’s able to combine top tier technology with a people-centric service. This combination means you can choose which of our two platforms – Wealthtime or Wealthtime Classic – best suits you and your clients’ needs. Regardless of which platform you go for, you can take advantage of a service that not only gets the day-to-day essentials right first time, but is also constantly evolving and adapting to change.
We’re always striving to add value and create great outcomes for investors. And as two of the last remaining independent platforms, we’re able to align to your business needs – there’s no direct-to consumer arm or team of advisers competing with you for the same clients.
£11bn
1,500
75,000
One group, two platforms
Wealthtime offers two separate and distinct solutions to satisfy client needs; Wealthtime and Wealthtime Classic. Bringing both businesses together under one group name unifies and builds on the strongest aspects of both platforms.
A single group vision allows us to present a seamless and consistent user experience with the best proposition and outcomes for you and your clients.
What we offer you
We can provide you with a comprehensive investment wrap service regardless of which platform you choose. You’ll find everything you’d expect from an advisory platform plus market leading technology and service.
1
2
3
4
Service that truly supports
We want our users to take centre stage. From day one, you’ll get a service that’s designed around you. You’ll know your clients’ investments are protected and you can focus on achieving their desired outcomes. We offer a bespoke and tailored service, named points of contact and full platform training delivered by a dedicated team.
We believe in providing a highly personal service. And part of that is making sure our platforms and technology work to support you and your business now, as well as offer the flexibility required to meet your future needs. We made it our mission from the outset to develop a market-leading, legacy-free platform that makes administration processes easier. All to help you and your business remain productive and efficient, while giving you more time to spend with your clients.
What our technology approach means for you
We know advisers are struggling to create more capacity in their business due to the lack of integration across technology solutions. That’s why we’ve transformed our approach to technology so you benefit from a well-integrated ecosystem and better external data integration. Our combination of GBST, microservices and proprietary technology enables us to continually improve our tools and services. Allowing us to anticipate and rapidly respond to our users’ evolving needs.
Group Awards
Leadership Team
Our Leadership Team reports to our company board and is responsible for all day to day matters of the business. With combined experience of over 175 years and a commitment to excellence, our company culture and adviser experience are in excellent hands. Together they have led the way on the two Wealthtime propositions to ensure our key principle of Pursuing Potential Together is ingrained at every level of the business.
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