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Wealthbit is a white label hybrid-robo advice tool for financial advisors and their clients
Wealthbit helps clients simplify and improve their investment decisions by giving them the ability to make a qualified decision based on their personal retirement plan that they are able to see and interact on.
Clients are motivated to spend more time thinking about the realities of their situation to make real effective changes to their retirement safety and what small changes they can do to improve.
The Wealth Coach dashboard calculates your client's aggregated retirement status (green, amber, red) updated monthly.
Give advisors their own personally branded robo advice tool. The best team is a combination of human & algorithm.
Save time with a holistic retirement planning tool including: ALM, Budgets, Risk Profiling, Scenario Planning, and Advice Records.
Wealthbit auto-calculates personalised client risk profiles, updated on a regular basis.
Give clients access to their plan. Engaged clients are more likely to stick with a plan that makes sense.
Make it easy for your clients to invite those they care about to get to a safe retirement
Visualise the power of independent advice during a consultation
Reduce compliance risk with full audit trails. Your clients digitally sign records of advice during monthly updates to their retirement plans.
Once you have added your client’s personal details, you can import the data from any retirement annuity, pension funds, ETFs etc, as well as include assets such as property. This data is auto-updated and shows a single view of your client’s retirement health.
Yes, you do need to have a qualification that is relevant in your jurisdiction i.e. Certified Financial Planner (CFP®) and/or is registered to provide financial planning advice through your local financial authorities.
You’ll need their personal details, identification/social security/passport number, their latest payslip, and details of any retirement annuities, pension funds, shares and investments, offshore assets, ETFs and properties.
Wealth currently supports ZAR, USD, EUR, and GBP.
Yes, once you onboard your client to Wealthbit, they will receive a welcome email, allowing them to create their own username and password.
Yes, Wealthbit is a white-label tool. You can add your logo and brand colours and will have a custom URL i.e. https://planner.wealthbit.co/yourcompanyname
Our pricing is based on the number of clients you have. We charge a flat fee per client per month. Please get in touch with us at email@example.com and we’ll give you a custom quote, no strings attached.