Every Financial Advisor's Secret Weapon
looking to grow
Companies looking at
better employee benefits
Individuals looking at taking
control of their success
Spend More time where it matters
Make quicker work
With Wealthbit, you can upload a new client’s data, calculate their retirement status and improve their plan within 5 minutes. All of this with compliance built-in.
Wealthbit has joined forces with many of the world’s most visionary financial advisors. Together, we’re pushing the boundaries of what’s possible to create the most rewarding client and advisor experience — making your everyday life easier.
Based on time and compliance risk
Built to empower you, the advisor
Compliance done right
Reduced admin time
Improved client retention
Easy client onboarding
OUR PARTNERS TRUST US WITH MORE THAN
R 4 billion in assets
We believe in building
FPI Financial planner of the year
CFP® Executive Director of Galileo Capital
What’s your Favourite feature on wealthbit?
As new users of Wealthbit, we have been really impressed with the way that the planning tool has been developed.
It happens on schedule, with accuracy and in a very user-friendly manner. Personally, I have enjoyed the calibre of skills at Wealthbit and the way that they are able to understand the core of our planning problems and then solve them speedily and efficiently.
I look forward to all the amazing enhancements which help us to take our business into the future.
Wealthbit in the press
Seeing is believing
saved on client administration
managed clients while using Wealthbit
saved on automated compliance recording
calculations that are asset aware