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Wealthtime Select
Willingness to recommend
3.44/5
About the provider
Wealthtime Select is a small, independent, customer centric wrap platform founded in 2009. We work closely with advisers to administer pensions, savings and investments in a cost and tax efficient way to support advisers and their clients from accumulation to retirement.
Our in-house online platform technology offers a full suite of portfolio and client reporting tools; this is supported by our industry leading customer service team who have extensive experience and knowledge of the SIPP & Wrap industry.
We provide an extensive number of tax efficient wrappers and access to a wide range of retail collective investments. We have a simple pricing structure with an all-inclusive platform charge and no additional charges and a flexible range of adviser fee options.
Wealthtime is independently owned and operates profitably.
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Ownership:
AnaCap Financial Partners (subject to regulatory approval)
AUM:
Β£2.5bn as at 30 September 2023
Partnerships:
Proprietary technology
NextWealth analysis
Wealthtime Select doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.
Integrations
Based on 9 reviews
3.33/5
Integrates One Way
Integrates Both Ways
Avelo
CURO (Time4Advice)
Durell Software
Fastrak
intelliflo office (intelliflo)
Plum Software (a Morningstar company)
Prestwood Software
No integrations available for Cash Management
No integrations available for Cashflow Modelling
Advicefront
moneyinfo
EBI Portfolios
MoneyHub
FE Analytics
No integrations available for Risk profiling and suitability
Reviews
Willingness to recommend
Integrations
Value for money
Service
Client service is excellent - you can always reach someone on the phone if needed and they are highly responsive. They focus on simply being a great platform provider and don't try to be anything else. Integration with other tech could be better but is improving through their use of FINIO.
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
"Again
Anonymous
September 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
September 2023
