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Wealthtime Classic Investments

Giving you the flexibility and availability you need, 24/7.

Investments

We made it our mission from the outset: to develop a market-leading, legacy free platform that makes the administration process easier. All to help you and your business remain productive and efficient, while giving you more time to spend with your clients.

Created from the ground up by our in-house team, our technology keeps up with your changing needs, as well as shifting markets and new regulations.

All our products give you access to a large range of electronically tradeable funds. They also offer; family wrap pricing, flexible adviser chare options, flexible Wealthtime Classic charges deduction options and single or regular payments, both of which can be started, reduced or stopped at any time.

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DFMs

You can appoint a discretionary fund manager directly through our platform, to build and manage model portfolios.

See our DFMs here

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Buy, sell, switch

When it comes to client assets, you can buy, sell, switch or convert share classes through our easy-to-use online trading facility.

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Model portfolios

Model portfolios can be designed for multiple different risk profiles and products, depending on what suits your clients’ needs. You can establish your own model portfolios to match your own investment proposition or appoint a Discretionary Fund Manager (DFM).

Asset allocations and investments can be changed at any time without any charges for switching.

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