Wealthport is an investment management platform that provides Financial Advisors with the ability to service their clients more efficiently, at a lower cost and with better compliance

OUR GOAL IS TO SUPPORT & ENHANCE THE SERVICE PROVIDED WHILE STRIVING TO REDUCE COSTS FOR THE CLIENT.

Wealthport’s state-of-the-art administration and technology allows for streamlined and simple implementation of a consistent investment view across each segment of a Financial Advisor’s client base. This can be achieved through the use of a model portfolio, also referred to as “Discretionary Fund Management” (DFM), which accounts for 33% of all retail investment flows in the UK market. Within one model we can combine a mixture of Exchange Traded Funds and Unit Trusts to offer a truly innovative and cost effective investment solution.

A GOOD INVESTMENT PROCESS IS CRITICAL IN TODAY’S MARKETPLACE.

As a Financial Advisor, you may choose a custom fund selection for your clients or you may partner with an expert Discretionary Fund Manager and make use of the models that they provide. A model portfolio is significantly more cost effective than a traditional fund solution and makes it easy to deliver a consistent and professional service to your clients. A good investment process and the ability to implement it timeously are critical in today’s marketplace and complex regulatory environment.

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