Wealthport is an award-winning platform for investing, making thousands of transactions daily and is SA's fastest growing LISP platform.
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I'm an Advisor I'm an investorWhy Wealthport?
1. INDEPENDENT
To be independent-, is to be free from outside control; not subject to another’s authority. And in the world of investment management, there’s no position more powerful than that of the truly independent.
2. INNOVATIVE
Not everyone can break with tired traditions, challenge the status quo, and affect change that shakes up an industry. But we can. And we have. And the beautiful thing with innovation, is it only takes one to innovate.
3. SIMPLE
Simple is a term that’s thrown around a lot, but is far too often is easier said than done. We’ve made complex financial planning simple, by putting everything you and your clients need, in a single, simple dashboard. We call this, the Power of i.
The best tech platform in Africa
Wealthport gives you access to the best LISP platform in Africa. This allows you to make the best decisions for your clients.
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A good investment process is critical in today's marketplace.
As a Financial Advisor, you may choose a custom fund selection for your clients or you may partner with an expert Discretionary Fund Manager and make use of the models that they provide.
A model portfolio is significantly more cost effective than a traditional fund solution and makes it easy to deliver a consistent and professional service to your clients. A good investment process and the ability to implement it timeously are critical in today’s marketplace and complex regulatory environment.
