One group, two platforms

Our new dual platform offering unifies the group and builds on the strongest aspects of both platforms. This allows us to create stronger businesses with more consistent service experiences and better client outcomes.

You can choose which of our two platforms – Wealthtime or Wealthtime Classic – best suits you and your clients’ needs and take full advantage of a group that is constantly enhancing its offering to provide a best-in-market experience.

The Wealthtime platform is a comprehensive wrap service combining the latest wrap technology, online functionality, and MI to ensure that we remain at the forefront of smarter wealth management. By doing so, our users can stay a step ahead and not worry about being burdened with platform that is stuck in the past.

Newly rebranded to Wealthtime from Novia as of November 2023 and with a program of tech enhancements in the pipeline, we’re excited about this change and our next stage of growth.

Introducing the platform with a personal touch. Built and owned entirely by us, our service is designed to help you streamline your day-to-day business. Powered by a passionate team who truly understand the value of advice – this is your platform.

Our transparent processes and fee structure are designed to make your life easier, while in the background our platform seamlessly delivers all the information you need to get a clear picture of your clients’ wealth at all times.

Over the years, we’ve grown through recommendations and word of mouth. Advisers who choose to work with us, stay with us. It’s this strong support that keeps us going and motivates us to be the partner you deserve.

The Wealthtime Classic platform is also one of only two firms in 2023 to have been rated ‘Gold’ by STAR for its SIPP transfer processing timescales, as well as 5 star rated by Defaqto for our Platform and Pension services.