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.
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.
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.
Wealthport gives you access to industry-leading technology, allowing you to make the best decisions for your clients. Wealthport is also available via mobile devices, allowing for complete anytime access.
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.
Wealthport is the platform that powers and champions the independent advisor and their investors, by providing a simple, effective tool, designed to give them and their clients the best results.
Wealthport is a platform that encourages and enables online portfolio management and transacting. We also realise the importance of keeping you up to date when it comes to the progress of your instruction, and do so via automated email and SMS correspondence.
Financial advisors are provided with an online portal where they are able to keep track of client portfolios and load instructions on behalf of clients. Any instruction submitted in such a manner for which there are no outstanding requirements may be submitted up until 13h00 for Unit Trusts and ETFs and 10h00 for Money Market Funds in order to be processed that same day.