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We provide a comprehensive range of investments on our platform including direct equities, traditional authorised funds both onshore and offshore, and exchange traded products such as ETFs and ETCs. We offer access to over 6,000 lines of assets, including 3,500 funds from more than 300 fund managers. You can also choose from a number of structured products from providers such as Investec, Morgan Stanley, Mariana Capital, Meteor and Walker Crips.

We have an open architecture philosophy, giving our advisers choice over their investments. This means we’ll aim to work with any investment manager who meets our operational and due diligence requirements. You can also set up and manage model portfolios through our platform, including a custom mix of investments for any number of risk profiles or product wrappers. We also allow advisers to outsource portfolio management to specialist third-party DFMs, giving you complete flexibility to help you manage your clients’ investments.

Our wide range of product wrappers are designed to help advisers get the most from their clients’ investments. Our current range includes:

• Stocks and Shares ISA
• Sipp and Group SIPP
• General Investment Account (GIA)
• Offshore Bond
• Third-party wrappers through GIA
• Junior Stocks & Shares ISA

Visit the Wealthtime Platform page for more information.

Our team are on hand to help you get started. Just contact the sales manager for your region and they’ll provide everything you need. We can only work with advice firms that are authorised by the FCA.

We know our users have different needs. That’s why we’re on hand to help make the onboarding process as straightforward as possible.

Once terms of business are in place, our experienced team will be in touch to create a personalised plan for you and your business. They’ll support you every step of the way, guiding you through the onboarding process and providing ongoing support to help set you up on the platform.

We customise our training programme based on the needs of your firm. We’ll help you configure the platform, set up users and permissions, use our tools, make transactions and start reporting. We’re happy to adapt our training as needed to support your firm’s needs. 

Due diligence is important to drive better outcomes for clients and meet your regulatory requirements. Our team are on hand to support you with all the information you need. Contact your local sales representative to get started.

Our platform includes access to a comprehensive reporting tool, providing quick access to a range of useful reports. This includes reports on adviser charging, client valuations, investments, transactions and more. A range formats are available, and access can be customised depending on the user’s role in your organisation. 

We’re on hand to provide ongoing training and support whenever it’s needed. This includes face-to-face contact with your sales manager, online demonstrations with our inhouse experts, plus telephone and online support. 

Our technology and range of investments are continually evolving. We have a truly agile approach to platform development. The enhancements we make are shaped by your feedback, helping us to improve the user experience and add relevant new features.