Fast compliant financial planning

The best way to grow your advisory business.

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Laptop screen showing a capital projection graph labeled '65 years old' with projected retirement capital of R9,730,251 and a donut chart indicating a 'Likely!' safe retirement status.

Our clients trust us with more than R7.3 billion in assets:

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The best way to grow your advisory business

Build better relationships. Win more business. All with less admin.

Advisors have

their revenue in as little as 2 years

Manage

300+

clients spending the same time

Save

100s

of hours wasted on client reporting

FPI Accredited

Tax

calculations that are assets aware

Clients trust us with

R7.3+

Billion in assets linked on platform

Real impact. Real stories.

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.

Warren Ingram

FPI Financial Planner of the Year

CFP® Executive Director of Galileo Capital

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 Hart

FPI Financial Planner of the Year

GCI Head of Advice