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Every Financial Advisor's Secret Weapon

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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 4 billion in assets

Health Graph

We believe in building

Trusting partnership

FPI Financial planner of the year

Warren Ingram

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.

Natasja Norval Hart
Warren Ingram

Wealthbit in the press

SAfm Interview

Wealthbit

Seeing is believing

Up To

4 hrs

saved on client administration

Up To

150+

managed clients while using Wealthbit

Up To

64 hrs

saved on automated compliance recording

FPI accredited

Tax

calculations that are asset aware

A Proud

preferred supplier