The platform built around you.
We’re here to help advisers grow their business and deliver the best possible outcomes for investors. We have over 15 years’ experience in the platform market as an award-winning and innovative provider. We’ve seen many things change in that time, but at least one thing hasn’t – our commitment to supporting advisers and delivering a truly next generation adviser platform experience.
Flexible wrappers for smarter investing
Whatever your client’s needs, we’ve got the wrappers to match. Our wide range of tax efficient wrappers span the generations and support long-term, effective financial planning.
- ISA - Flexible Stocks and Shares ISA and Junior Stocks and Shares ISA (JISA)
- SIPP and Junior SIPP (JSIPP)
- GIA
- Offshore Bond
Outstanding investment choice
Access over 6,000 lines of assets, including 3,500 funds from more than 300 fund managers, plus offshore and onshore, retail and institutional, non-daily dealt, ETFs, structured products, equities and more.
Dig into the detail with our comprehensive range of tools
Our tools are designed to save you time and create more capacity in your business. Created with advisers and paraplanners in mind, we continuously enhance them based on the latest user feedback.
These include:
- Report Zone - Gives you access to an extensive range of 45 user-friendly reports including reports on withdrawals, cash balances, investors and more.
- Investor Zone - Your clients can log in anytime, anywhere, to review their investments. Investors can see where assets are invested and how they’re performing at the click of a button.
- Model Portfolio Manager - Construct and amend unlimited model portfolios online, then use them instantly.
- CGT calculator - Market-leading Capital Gains Tax calculator integrated with the platform for helpful realised and unrealised gains reporting and ‘what-if’ scenario planning.
Service that truly supports
We’re continually investing in our people and technology to provide outstanding service. Whether you’re using our smart technology to self-serve, or speaking to our in-house team for one-to-one support - our service is designed around you.
Latest News_
Most recent articles from Wealthtime
Wealthtime: Tax Year End Hub
This hub brings together everything you need to navigate tax year end with ease – from deadlines, FAQs and process guides, to insights, analysis and more. Think of it as your one-stop dashboard for a smooth journey to 5 April.
Wealthtime & Technical Connection: Essentials of Tax Year End planning
24th February - Considering the last two Budgets, we’ll focus on what really matters now for financial advisers, and how you can turn a period of complexity into clear, practical advice for your clients.
Wealthtime: Driving change together: Partnership leaders talk transformation
In this special feature, senior leaders from Wealthtime, Wipro and GBST sit down to share their views on our innovative platform transformation. From how the new partnership will benefit our customers, to what they're excited about most, watch this short video to learn what this change means for the future of Wealthtime.
Wealthtime: A content hub with advisers in mind
Every month Wealthtime speaks to hundreds of advice professionals and a persistent theme that seems to be exercising the minds of those who have been in the profession a while is this: How do we make sure advice as a business is attractive enough for the next generation of advisers to take over when the time comes to exit?
Wealthtime: Autumn Budget 2025
The Budget has been delivered and advisers are getting to grips with what it means in practice. Working with the experts at Technical Connection, we’ve put together a complete support package to help you pick apart the detail.
Toby’s quarterly deep dive – Q3 2025
The last quarter has certainly been eventful. From a personal perspective, I’ve stepped into a new role, moving from Platform Director to Managing Director of Wealthtime to lead the transition into our 10-year partnership with Wipro and GBST. We continue to progress that work and will update you further in due course.