Our powerful practice management software for Financial Advisers is versatile and comprehensive, allowing wealth managers to run their business efficiently and help them manage their regulatory reporting responsibilities.
We are a 28 year old company dedicated to providing IFA’s the software tools to efficiently manage their practices. Our practice management system is versatile and comprehensive and yet easy-to-use and affordable.
Wealth Assyst is a cloud native product built on the latest MACH based system architecture. Our system architecture is based on Micro-services, with an API-first design, its Cloud native and Headless. This M-A-C-H architecture allows us to continually develop and increase our features and seamlessly connect to other applications in the wealth management ecosystem.
Your data is accessible to you alone. It is hosted on industry leading AWS Cloud servers in the UK. Each customer's service data is logically separated from other customers' data using a set of secure protocols in the framework. This ensures that no customer's service data becomes accessible to another customer. For details please see our Security Policy.
We have friendly, personal service. All training is free and you can avail of training on a one-to-one basis. Our customer service consistently gets high ratings in our customer feedback. We are always open to hear ideas from our customers for improvement.
Wealth.Assyst is a cloud native product which enables you to use it from anywhere in the world where you have an internet connection using any computer with industry standard internet browsers such as Google Chrome or Safari.
We are committed to being the most versatile, best-price practice management system for IFAs in the UK. We have one simple per user per month pricing which includes all our features. Costs of accessing 3rd party services could be extra.
You pay by month. You can cancel anytime with 2 clear calendar months notice.
