Wealthtime, the adviser-focused platform business, has launched an online Notification Centre where advisers can get real-time updates for trading and admin requests on their clients’ accounts.

Following the completion of the rebrand from Novia Financial last year, Wealthtime has launched its Notification Centre; a one-stop shop for advisers to see the status of any client applications that are in-flight or have completed, making it easier for advisers to keep their clients updated.

In the Notification Centre, advisers can search and filter by client to see what stage the application is at. It has been designed with a dual screen layout so advisers can easily navigate through multiple client case updates. Once a case is selected on the left, its details are shown on the right side of the same screen, removing the need to switch between webpages, avoiding loading delays.

This is the latest improvement Wealthtime has made in its drive to provide better service and more digitisation to platform users. In 2023, Wealthtime announced it had switched on FINIO’s back-office integration with intelliflo to deliver accurate data directly into advisers’ back-office system; launched fund-specific illustrations so advisers could provide more relevant quotes for their clients and rolled out an enhanced, mobile friendly Investor Zone for investors to access documents and valuations. Earlier this year, Wealthtime introduced new online verification functionality to cut the time it takes to complete data checks during phone calls, while maintaining high security standards.

Eden Scrivenger, Chief Technology and Operations Officer at Wealthtime, said: “We’re focused on delivering an ongoing roadmap of enhancements to the platform to make advisers’ lives easier, freeing them up to focus on their clients. As well as front end improvements for advisers and their clients, we are also investing in automation and AI behind the scenes to deliver seamless servicing.”

There is additional Notification Centre functionality in the pipeline, including case trackers for transfers in and out, integrating secure emails with the Notification Centre to create secure messages which are pre-populated with the case details, the ability to upload documents, and pension payment notifications.

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For further information please visit https://www.wealthtime.com/advisers/ or contact:

Sam Prince-Mernick, sam.prince-mernick@mrm-london.com / 07471 351 584

Notes to Editor:

About the Wealthtime Group  

  

The Group in numbers 

Private equity firm AnaCap Financial Partners owns Wealthtime, Wealthtime Select, and Copia Capital. Patrick Mill is CEO of all three businesses in the Group.  

Combined, the platforms have over £11.0bn of pension and investment assets under administration (AUA) and over 76,000 clients (as of 30^th September 2023). AUA is split £8.6bn and £2.4bn, Wealthtime and Wealthtime Select respectively. 

Copia Capital, the discretionary fund management (DFM) part of the Group is a pure B2B DFM that works exclusively with advisers to provide a range of managed portfolio services. These include its MPS Custom service, offering customised portfolios to advisers which are constructed to meet the adviser’s retail clients’ needs; its ‘ready to go’ MPS portfolio products; and the added-value MPS Plus range.