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Growing your business just got easier

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Financial Advisors
Companies
Individuals

Financial Advisors
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
of everything

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

100

managed clients

300

managed clients

Industry benchmark

using Wealthbit

Powerful features

Built to empower you, the advisor

Compliance done right

Compliance done right

Reduced admin time

Reduced admin time

Guided support

Guided support

Automated reports

Automated reports

Improved client retention

Improved client retention

Easy client onboarding

Easy client onboarding

OUR PARTNERS TRUST US WITH MORE THAN

R 2 billions in assets

Health Graph

We believe in building

Trusting partnership

FPI Financial planner of the year

Natasja Hart

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.

Natasja Norval Hart
Warren Ingrim

Wealthbit

Seeing is believing

Up To

4 less hrs

spend on client administration

Up To

150 more

managed clients while using Wealthbit

Up To

64 hrs

saved on automated compliance recording

FPI accredited

Tax

calculations that are asset aware