We Give You Time Back Without Compromising Excellence
We transform hours of investment research into minutes of clarity—so you can focus on what technology can't replicate: understanding your clients and building the trust that grows portfolios.
You're Doing Everything Right.
The Problem Is the Process.
Your thoroughness is what makes you excellent. Your clients trust you with their retirements, their children's education, their financial futures. That responsibility deserves every hour you're putting in. But here's what shouldn't be stealing those hours:
Multiple Platforms
It's 9:47 PM on Wednesday. Client meeting at 8:30 AM tomorrow. You're still cross-referencing fund performance data across three different platforms.
Complex Systems
You've just spent 90 minutes on compliance documentation you know you created for a similar client last quarter—but it's buried somewhere in a different system.
Admin Hell
Your newest adviser has the talent and the qualifications, but they're drowning in administrative complexity when they should be building client relationships.
Missed Prospects
You turned down two promising prospects last month because you genuinely didn't have the capacity to serve them properly.
The problem isn't your capability. It's that excellence in financial advisory has traditionally demanded an impossible trade-off: comprehensive research or personal time. Thorough analysis or client-facing hours. Growth or balance.
What if that trade-off was obsolete?
What Changes When Research Takes Minutes,
Not Hours
Wealth Analytica is the end-to-end wealth management platform built by advisers who've lived your Tuesday evenings. We eliminate the friction between your expertise and your clients—without compromising the thoroughness that makes you excellent.
One Platform, Zero Friction
From initial fact-finding through 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 while they wait on hold."
Research in 20 Minutes, Not 3 Hours
Comprehensive analytics for every fund, MPS, and stock in your universe—with the context, comparisons, and insights you need to make confident recommendations. Not raw data dumps. Actual intelligence.
- Cut investment research time by 80%+
- Access deeper analysis than you could manually compile
- Make confident recommendations backed by institutional-grade data
"Sector performance, peer comparisons, risk metrics, ESG ratings, cost analysis—everything contextualised for client conversations, not academic papers."
Integration in Days, Not Months
Seamless connections with the platforms you already use. No ripping out systems. No retraining your entire team on 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
"We integrate with your tech stack—we don't force you to rebuild it around us."
The IFAs Growing Fastest Are Working Fewer Hours
Here's what becomes possible when investment research and compliance admin stop consuming your capacity:
Reclaim Your Time
Users gain 8-12 hours weekly—time for growth, client discovery, development, or being present with family.
Scale Without Burnout
Serve more clients without adding headcount or sacrificing quality. Your processes scale; your stress levels don’t.
Grow AUM
With research and compliance streamlined, focus on real growth: deep client understanding and truly personalised guidance.
Retain Top Talent
Tech that respects expertise and cuts admin helps you keep your top talent in an increasingly competitive market.
From Overwhelmed to In Control in Under a Week
We've made implementation deliberately simple because we know you don't have months to spare for "digital transformation"
Discovery Call
(30 Minutes)
We learn about your practice, your tech stack, and your specific pain points. No sales pressure—just genuine understanding.
Tailored Setup
(2-3 Days)
We set up the platform for your workflows, connect with existing systems, and securely import all your client data.
Team Training
(Half Day)
Focused, practical training on features you’ll actually use—so your team is productive from day one, not weeks later.
Go Live with Support
You're off and running with dedicated support available whenever you need it. Most firms are fully operational within 5-7 days.
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 and consolidate workflows. Net result: fewer logins, not more.
Most firms are fully operational in 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 wearing multiple hats. See the FAQ's for more details.
Investment That Pays for Itself in Saved Time
Most IFAs recover the platform cost in reclaimed billable hours within the first month. We offer flexible pricing based on your practice size and needs—no hidden fees, no per-client gouging.
Pricing Philosophy
We charge for the value we create, not for every data point you access or report you run. Transparent pricing that scales with your practice, not against it.
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