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The enhanced platform will deliver the latest automated processes and market-leading functionality, as well as seamless integration with Wipro’s advanced technologies and AI capabilities.

We will leverage Wipro’s advanced technology and substantial IT and AI experience to continually improve service standards and front-end applications. Platform users will benefit from a significant update to the Adviser and Investor Zones, alongside a streamlined service provision.

The platform will continue to be customised to Wealthtime’s proposition to support its growth and strategic approach, with ongoing development in response to user needs.

Following the transfer of clients, Wealthtime Classic customers will benefit from an enhanced platform which will have a wide scope of functionality.

This deal will fundamentally transform our platform and service offering for advisers and their clients over the medium and long term. Our existing relationship with GBST will allow us to fast-track our proposition development through an accelerated platform update, delivering market-leading technology that underpins our future strategy. While Wipro’s proven operational expertise across multiple sectors, including financial services, will bring new insights to the platform space, helping us create a best-in-class experience for our customers.

Wipro’s commitment to building a centre of excellence in the UK based around Wealthtime’s Operations and Technology functions will ensure that advisers continue to work with their existing contacts, backed by greater automation and innovation. We know that advisers are best served by exceptional people supported by world-class technology. The new agreement allows us to focus on our strengths as we grow our business while ensuring that we continue to meet the future needs of advisers and their clients, with the latest technology and excellent service standards.

There will be no immediate change for advisers and their clients using the Wealthtime or Wealthtime Classic platforms and there’s no action to take.

The Wealthtime platform will undergo an accelerated platform update in 2025. There is no fixed date for the transfer of Wealthtime Classic customers to the enhanced Wealthtime platform, we will advise a date in due course. Our focus will be on the quality of client transfer and customer experience, rather than speed.

We will shortly be starting a consultation with colleagues in roles likely to transfer to Wipro. Currently, the planned date for the transfer of operations is 1 February 2025.

Wealthtime is partnering with Wipro, a leading technology services and consulting company and its global technology partner GBST to deliver a market-leading, digital-first platform and innovative customer-centric service offering. The Wealthtime and Wealthtime Classic platforms will be brought together under the Wealthtime brand on a single, significantly enhanced platform, powered by the latest version of GBST technology. At the same time, the group’s Operations and Technology & Change functions will transfer to Wipro’s dedicated UK centre of excellence for business processing, based in the Southwest area.

We receive interest on the Cash held within your clients’ accounts. The amount we receive will vary as interest rates rise and fall. We keep some of this interest and pass the rest on to your clients. Please visit our investor Cash Hub for the latest interest rates and for more on what this means for your clients.

If you decide you don’t want to represent a client anymore, please send us a secure message instructing us to stop the relationship.
We’ll then write to the client to confirm that they no longer have an adviser. We’ll let them know that because we’re an adviser-led platform they’ll need to find a new adviser or to transfer away. We will also tell them that because we don’t support Investment Pathways, they won’t be able to start taking pension benefits or, if they’re already taking benefits then they won’t be able to change the level of benefits.

Drop the Marketing team an email – marketing.team@wealthtime.com – and they’ll get back to you as soon as they can.

If you have the URL for the platform bookmarked, it will still work. We have set up a redirect that will take you to the right place.

We’re changing domains from @novia-financial.co.uk to @wealthtime.com. This is happening for all our  email addresses – for individuals or for team mailboxes.

But don’t worry – our Novia email addresses will continue to work for the time being.