Way Better.One Platform. Zero Friction.
From initial fact-finding through to ongoing portfolio monitoring, everything
lives in one intelligent system. No more rebuilding client data across six different platforms.
No more hunting for that document you know exists somewhere.
Reclaim 8-12 hours per week from administrative friction.
Onboard new clients in 60% less time.
Find any client information in under 10 seconds
"When a client calls with a question, you're looking at their complete picture
in real-time—not toggling between systems whilst they wait on hold."
WAy to grow AUM
35% AUM Growth YoY
understanding clients more deeply & delivering genuinely personalised guidance.
WA y to turn 3 hours of research into 20 minutes.
Comprehensive analytics for every fund, MPS and stock in your universe delivered with context, comparisons and the insights you’ll need
backed by institutional-grade data
WA ys to grow your business faster by working fewer hours
It’s exactly what’s possible when investment research & compliance admin stop consuming so much of your capacity
and energy
WA y to reclaim your time
1 DAY PER WEEK
Our users consistently report reclaiming 8-12 hours weekly. That's time back for strategic growth initiatives, deeper
client discovery conversations, professional development or simply being present with your family & friends.
WA y better returns on your time investment
strain on you maximising the opportunities.
Multiple Platforms
different platforms
Admin Hell
Complex Solutions
different system
Missed Prospects
Way better efficiencies
The problem isn't your capability or willingness. It's that excellence in financial advisory has traditionally demanded an
impossible trade-off between comprehensive research VS personal time or thorough analysis VS client-facing hours
WA y s to make research take minutes, not hours
Wealth Analytica is the end-to-end wealth management platform that’s built by advisers who've lived through your Tuesday evenings. We’ll eliminate the friction between your expertise and your clients, without compromising the thoroughness & professionalism that makes you stand out from other IFAs.
WAys to save you time without compromising your standing
We’ll transform hours of investment research into minutes of clarity.
You’ll be able to focus on what technology can't replicate: understanding your clients & building the trust that grows
portfolios.
WAy to Integrate in days,
not months.
Seamless connections with the platforms that you already use, Transact, FNZ, Aviva, Quilter, and more. No ripping out
systems or retraining your entire team onto a completely foreign interface.
Implementation in 5-7 days, not 3-6 months
Keep using the custodian platforms that work for you
Your team is productive from day one, not day 90
WAy to scale without
burnout
+40%
Client Capacity
Serve more clients without adding headcount or sacrificing service quality. Your processes scale but your stress levels won't.
WAys to retain
top talent
78%
Lower Team Turnover
Tech that respects professional expertise & cuts admin helps you to keep your best people in an increasingly competitive talent market.
WAys that make the investment pay for itself in saved time
Most IFAs can recover the platform cost in increased billable hours within the first month. We offer flexible pricing based
on your practice size & needs. Theres no hidden fees or per-client gouging.
WAy better pricing
philosophy
We charge for the value we create, not for every datapoint you access or report that you run. It’s transparent pricing that
scales with your practice, not against it.
"We’ll integrate with your tech stack so you
won’t need to rebuild it around us."
Questions from IFAs Like You (see full FAQ's here)
That's exactly why Wealth Analytica exists, to reduce platform juggling, not add to it. We integrate with your existing custodian platforms & consolidate workflows. Net result: fewer logins, not more.
A majority of firms are fully operational in just 5-7 days. We handle data migration, system integration and team training. You're not building this yourself.
We serve everyone from solo practitioners to 50-person firms. The time savings actually matter more when you're a smaller team that wears multiple hats.
