A person with their earphones in on a video call looking at their computer screen with coffee on the table
The best way
to grow your
advisory business

A few of our happy clients

Front facing white laptop showing Wealthbit's financial planning dashboard on the screen
Wealthbit's financial planning dashboard screenshot styled in momentum-my-future-corporate's brands logos and colours
Wealthbit's financial planning dashboard screenshot styled in momentum-my-future-corporate's brands logos and colours
Wealthbit's financial planning dashboard screenshot styled in momentum-my-future-corporate's brands logos and colours
momentum-my-future-corporate logo
gci logo
galileo-capital logo

Get your own personally branded Wealthbit Platform

Book a demo, start your trial and make history!

Built to empower you

Our clients trust us with more than

R7.3 Billion in assets

Illustrative line graph that grows in a smooth manner with a dot indicating the current value of the assets that Wealthbit manage and advise clients on is increasing over time.
Illustrative line graph that grows in a smooth manner with a dot indicating the current value of the assets that Wealthbit manage and advise clients on is increasing over time.

We believe in building

Trusting partnerships

Consolidated data reporting

Women advisor meditating peacefully as her reporting woes are now solved with Wealthbit

Save time, energy, and effort. We'll collect, clean, and import your client data into our platform for you. You can view client data on their dashboard or download a holistic PDF report with the click of a button.

Full disclosure of assets

Two people looking at a map indicating they can see the full picture of their financial lives

When clients see their financial projections, they disclose assets you didn't know about because they want their projections to be accurate. Simple.

Quicker buy-in with Scenario Planning

Hand pointer tapping a profile icon illustrating it's easy to get clients to understand their finances

Get quicker buy-in from clients by practically showing them how implementing your suggestions impact their financial future. A comparative view that builds trust and streamlines conversations.

Plan for their financial journey through life

Laptop with papers becoming organised illustrating Wealthbit handles the admin of your financial life so your clients can focus on living it

Plan for more than just retirement. Our powerful cashflow event model will let you show your clients that you are considering every part of their financial future. They'll thank you for it.

Simple risk FNA

Two people smiling sitting at a desk illustrating the Financial Needs Analysis of Wealthbit covers all worries

Easily and quickly identify shortfalls or surpluses in a clients risk planning. Free up additional budget for investment contributions if they have surplus cover. Differentiate yourself.

Business development & prospecting

Man resting in an egg chair illustrating his business development and growing of prospect numbers is a breeze with Wealthbit

Scale your revenue by adding value to your prospects from the beginning. Prospects can self-onboard, saving you time, and letting them see their projection take shape immediately. Oh, we've also added some client referral features to help your growth. So many ways to grow.

Not an advisor? Switch to our individuals section

Take it from the best in the industry

...and listen to real clients

Get in touch with us today and explore Wealthbit

Book a demo, start your trial and make history!

Advisors have

2x

their revenue in as little as 2 years

Manage

300+

clients spending the same amount of time

Save

100's

of hours wasted on client reporting

FPI accredited

Tax

calculations that are asset aware