Growing your business just got easier
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 2 billions in assets
We believe in building
FPI Financial planner of the year
Head of GCI Wealth
What’s your Favourite feature on wealthbit?
Wealthbit is an essential tool in my client engagement process.
Not only do I use it to show prospective new clients their potential outcome and plan, but I use Wealthbit to maintain and adjust existing planning for my clients. In the age of information, the fact that clients can access their personal plan and view their updated portfolio values in the comfort of their own home definitely give me an edge.
Wealthbit in the press
Seeing is believing
4 less hrs
spend on client administration
managed clients while using Wealthbit
saved on automated compliance recording
calculations that are asset aware