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Yes, our platform is available to white label. For more information on this, please contact our team.

When it comes to working out what forms you need, we’ve created a helpful set of questions that’ll point you in the right direction on our literature page.

To help speed up processing, we’ll also accept the following as scanned copies when attached to a secure message:

• ISA application for existing clients
• SIPP supplementary contribution application forms
• Self-certification declarations when opening a new product
• Benefit payment forms
• Evidence of age pro formas
• Discretionary fund management agreements
• SIPP expression of wish forms
• Adviser charges agreements (updates only)

The fees for our products and services are transparent, and we receive no payment from any third party investment product providers for the service we provide to you. We also offer family pricing. View our Fee Schedule here.

Interest is paid according to the rates agreed with Barclays Bank, which are subject to variation. Wealthtime Classic does not retain any interest earned on the cash held within your client’s product bank accounts.

Please visit our investor Cash Hub for the latest interest rates.

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.