WealthPro description

WealthPro is the future of financial advice. Built and designed for financial advisors by a financial advisor. Automate mundane admin processes to free up more of your precious time enabling you to spend more quality time with your valued clients.

Clients will use the WealthPro app to interact and communicate with their financial advisor. It’s like having your trusted advisor always with you in your pocket.

A client will be able to do the following :

Never feel unsure where you ever stand again. Take control of your finances. Accurate, up-to-date information in the palm of your hand. You can 1) identify all your investment goals; 2) do calculations and get goal estimates on your current finances; 3) create any new investment - zero paperwork; 4) track and monitor ongoing progress of your current goals; 5) send any instruction via your financial advisor; 6) have access to investment knowledge center, and 7) be able to talk to financial professionals when you need to.

Financial advisors will be able to do the following :

Dramatically reduce time spent on admin. Automate repetitive mundane admin processes. Free up time to focus on behavioral coaching and building strong relationships. Instantly create automated review processes and revision schedules. Expand the number of clients that you can effectively service from anywhere in the world. Customize your investment recommendations - your funds, your fees, your branding. Fully FAIS compliant processes. Included is a client relationship manager with API capabilities. Integrated task manager means that you will never miss an instruction again. Detailed recording keeping ensures enhanced service delivery.