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We integrate with the following back office systems:

• Intelliflo
• Durell
• Iress (Avelo)
• Moneyhub
• Moneyinfo
• Plum Software
• Prestwood (Truth)
• Time4Advice (CURO)
• Sprint (Fastrak)

We offer a wide range of products including: Self-Invested Personal Pensions (SIPPs), General Investment Accounts (GIAs), Individual Savings Accounts (ISAs) and Offshore Bonds. More details on each can be found here.

There’s no minimum amount required to set up a client on the Wealthtime Classic platform, but individual investment products may have their own minimum.

No, we don’t offer advice. Any client looking to use our service should contact a financial adviser to find out if our platforms are right for them.

The Wealthtime Classic platform is an online service that helps manage all your clients’ investments and gives you one view of their entire portfolio.

The platform can only be accessed by financial advisers or other authorised personnel. We don’t accept applications where an individual hasn’t received financial advice.

The Wealthtime Classic platform is also for UK residents only.