Our platform

1. Features

The WealthFoundry platform is rich in time-saving features that make running a financial advisory practice easier and more efficient. These include:

All-In-One Account

All your client’s investments, whether they are unit trusts, ETFs, ETNs or unitised life funds, can be housed in a single account, easily accessible and visible to both you as an advisor and to your client.

Model Portfolios

You can set up your own model portfolios on the platform.

Investment Analytics

You can analyse all unit trusts on offer in South Africa from a performance and a cost perspective at a click of a button. This places you in full control of your strategies without the need to collate information from multiple sources.

Reporting

All client reports are available automatically and in bulk, streamlining the manner in which you communicate with your clients. 

2. Charging structure

WealthFoundry puts financial advisors and their clients in charge of designing an ideal charging structure which best reflects the level of service and complexity involved in delivering an optimal service. The charging structure can be customised to each client.