Intro

You take managing your client's wealth seriously.

WealthPro is a comprehensive digital solution for world-class wealth managers, that streamlines investment processes, and empowers clients to be involved in the process.

Our technology cuts to the core of your business: creating a space in which speed, communication, efficiency, and instant results are the norm. By automating the processes and allowing for the free flow of information between all participants our solution supports stronger relationships between you and your clients. Empowering you to guide your clientele to financial freedom.

Purpose Led Mission


Cultivating dreams with innovative wealth solutions.

Vision

WealthPro gets the crazy ones. The dreamers, the believers.

We are the big thinkers and the bold pioneers who’re not fond of stagnation and have no respect for the status quo. The world can ridicule, laugh at, and not take us change-makers seriously because we like breaking things and asking the difficult questions. But the only thing the world absolutely can not do is ignore us!

You are not alone; we too see the paradigm shift. And we believe the people who are crazy enough to think they can change the world, are the ones who do.

Come change the world of wealth management with us.

I Want The Following Benefits

Customised For Your Business

It's a white-labeled system, so you tailor it for your business. It's your platform, so add your funds, specify your fees and details, customize it to your brand and add your logo.

Comprehensive Task Manager

No more stressing because you'll never miss any instruction. Everything is securely saved, and date stamped, making record keeping a breeze!

Fully FAIS Compliant

Designed for full compliance. Utilize disclosures, Needs Analysis, Record of Advice, FICA, Risk Profiling - it's all included to ensure 100% compliance.

Entirely Independent

Designed to allow you to decide who you want to work with. The solution is not linked to a platform or specific product providers. You choose, you can be an independent, multi-tied or a tied advisor.

Data Aggregation and APIs

We’ll make it quick and easy by importing all your client’s investment data and then showing them a consolidated view. Need more customization? APIs will be available for future development.

A Mobile App For Your Clients

It’s about empowering you and your clients. An app facilitates easy engagement with your clients, while enabling you build stronger relationships that allow you to motivate and educate your clients well.

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Benefits For Your Clients

Goal-Based Investments That Suit Their Needs

Innovative investment thinking designed to help you help your clients. Shift the focus to considering when your clients need the money and what their investment goals are. Look at investments in a whole new way.

All Their Investments In One Place

An interface that enables the free flow of information, allowing you to keep track of not only your WealthPro investments but also any other investments by automatically and securely connecting into our innovative software.

You Remain Central To Their Financial Planning

Our app enables your clients to touch base easily and seamlessly with you as they need. Additionally, WealthPro automates many of the communication channels, and sends regular campaigns to keep your clients engaged.

Utilizing All The Features Creates Harmony

Regular interaction between you and your clients makes for easy consensus. Clients feel empowered to take control of parts of the process, allowing you to guide them where you add the most value.

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How It Works

Watch the video

Get Started Now

Follow the quick signup and registration process. Once your email is verified a member of our staff will be in touch to verify your details and activate your account.

Complete And Verify

Input all your FSP details and upload any outstanding information. Then decide which advisors to link to the system. And lastly identify which funds to use and fees to charge for each scenario.

Get In-front Of Clients

Publish your unique URL on your website and distribute across all social media and client facing portals. We can assist with bulk client data imports to facilitate the process.

START YOUR FREE TRIAL NOW!

Pricing

Free

Try for free for a month. Cancel anytime up till then with no obligation. 12 month initial contract and thereafter month-per-month.

R0 p/m

GET STARTED
Features:
  • White-label your comprehensive digital wealth solution
  • Comprehensive CRM and task manager
  • FAIS compliant investment process
  • Acquire new clients electronically
  • Review and service existing clients automatically
  • Connect a data feed from 1 investment provider

Standard

Unlock the full potential of your independent advisory business with our technology solution's standard subscription. 12-month subscription plan, and enjoy the freedom to continue on a monthly basis after the initial period.

R1000 p/m per advisor

GET STARTED
Features:
  • White-label your comprehensive digital wealth solution
  • Comprehensive CRM and task manager
  • FAIS compliant investment process
  • Acquire new clients electronically
  • Review and service existing clients automatically
  • Connect multiple data feeds from various investment providers
All the benefits of a FREE account and:
  1. Ability to add articles to knowledge database
  2. Import existing client database into CRM

Premium

Elevate your independent advisory business to new heights with our premium technology solution subscription, offering advanced features and unparalleled support. 12-month subscription plan, and enjoy the freedom to continue on a monthly basis after the initial period.

R1000 p/m per advisor
R3 p/m per client (optional feature)

GET STARTED
Features:
  • White-label your comprehensive digital wealth solution
  • Comprehensive CRM and task manager
  • FAIS compliant investment process
  • Acquire new clients electronically
  • Review and service existing clients automatically
  • Connect multiple data feeds from various investment providers
  • Ability to add articles to knowledge database
  • Import existing client database into CRM
All the goodness of a STANDARD account and:
  1. Fully integrated with Eas-E-Fica for comprehensive customer due diligence
  2. Add multiple advisors to your robo-advice solution
  3. Setup your custom campaigns for targeted messaging to client database
  4. Flexibility to choose on which platform investments should be placed

Enterprise

For large businesses requiring hyper-customization

Custom pricing

CONTACT US
Features:
  • White-label your comprehensive digital wealth solution
  • Comprehensive CRM and task manager
  • FAIS compliant investment process
  • Acquire new clients electronically
  • Review and service existing clients automatically
  • Connect multiple data feeds from various investment providers
  • Ability to add articles to knowledge database
  • Import existing client database into CRM
  • Add multiple advisors to your robo-advice solution
  • Setup your custom campaigns for targeted messaging to client database
  • Flexibility to choose on which platform investments should be placed
All the greatness of a PREMIUM account and:
  1. Full discretion
  2. Enhance your existing technology stack
  3. API capabilities into your current systems
  4. SLA included

Testimonials

"WealthPro is a good looking, user friendly tool that provides a consolidated overview of your financial portfolios. WealthPro provides users with a secure way to directly access their funds, manage existing portfolios and even create a new savings goal. An all in one tool that minimises administration and speeds up your financial journey."

Jason Murphy

Cape Town

"My journey with WealthPro has helped so much with the management of my finances. I’m able to save and grow my capital now confidently. I’m extremely happy with the results and the speed and efficiency of managing my funds is a breeze."

Kokkie Barnard

Wellington

"We have started using the WealthPro platform which makes it really easy to setup savings goals, from short term holiday goals to long term university savings for our daughter. We really appreciate all the effort and personal service we get from the team at WealthPro."

Reghardt & Carla Rautenbach

Somerset West

"Being a CFP® Professional that runs a licensed FSP, as well as being a qualified computer systems & electrical engineer, I am always on the lookout for the latest technology that I can employ within my company. WealthPro checks the boxes. It provides a high level of automation as well as client facing control mechanisms. WealthPro is your clients interface to the investment universe. The WealthPro team is at the forefront of a fledgling global trend towards the hybridisation of advice. The future advisor is part man, part cyborg... those starting the journey sooner are those who will walk further. Thanks for your service to the industry, and keep up the good work!"

Brad McWalter

McWalter Financial & Advisory

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WealthPro Technology Group (Pty) Ltd is an authorised financial service provider (FSP 50054)