Simple, effective investing.
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.
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.
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.
At Wealthport our goal is to support and enhance the service Financial Advisors provide while continuously striving to reduce costs for the end client.