Ways to save you time without compromising your standing.
We’ll transform hours of investment research into minutes of clarity.
You’ll be able to focus on what technology can't replicate: understanding your clients & building the trust that grows portfolios.
WAy better returns on your time investment.
Your thoroughness and professionalism are what makes you stand out. Your clients trust you with their retirements, their children's education & financial futures.
That responsibility deserves every hour you're putting in, but the reality of current processes and limitations can put a strain on you maximising the opportunities
Multiple Platforms
It's 9:47 PM on Wednesday & your client meeting starts at 8:30 AM tomorrow and you're still cross-referencing fund performance data across three different platforms.
Complex Systems
You've just spent 90 minutes rebuilding compliance documentation that you know you created for a similar client last quarter—but it's buried somewhere in a different system.
Admin Hell
Your newest adviser has the talent and the qualifications, but they're drowning in administrative complexity when they should be building client relationships.
Missed Prospects
You turned down two promising prospects last month because you genuinely didn't have the capacity to serve them properly..
WAy Better Efficiencies
The problem isn't your capability or willingness. It's that excellence in financial advisory has traditionally demanded an impossible trade-off between comprehensive research VS personal time or thorough analysis VS client-facing hours.
WAys to make research take minutes, not hours.
Wealth Analytica is the end-to-end wealth management platform that’s built by advisers who've lived through your Tuesday evenings. We’ll eliminate the friction between your expertise and your clients, without compromising the thoroughness & professionalism that makes you stand out from other IFAs.
WAy Better.
One Platform, Zero Friction
From initial fact-finding through ongoing portfolio monitoring—everything lives in one intelligent system. No more rebuilding client data across six different platforms. No more hunting for that document you know exists somewhere.
- Reclaim 8-12 hours per week from administrative friction
- Onboard new clients in 60% less time
- Find any client information in under 10 seconds
"When a client calls with a question, you're looking at their complete picture in real-time—not toggling between systems while they wait on hold."
WAy to Turn 3 Hours of Research into 20 Minutes.
Comprehensive analytics for every fund, MPS, and stock in your universe—with the context, comparisons, and insights you need to make confident recommendations. Not raw data dumps. Actual intelligence.
- Cut investment research time by 80%+
- Access deeper analysis than you could manually compile
- Make confident recommendations backed by institutional-grade data
"Sector performance, peer comparisons, risk metrics, ESG ratings, cost analysis—everything contextualised for client conversations, not academic papers."
WAy to Integrate in Days, not Months
Seamless connections with the platforms you already use. No ripping out systems. No retraining your entire team on a completely foreign interface.
- Implementation in 5-7 days, not 3-6 months
- Keep using the custodian platforms that work for you
- Your team is productive from day one, not day 90
"We integrate with your tech stack—we don't force you to rebuild it around us."
WAys to grow your business faster by working fewer hours
It’s exactly what’s possible when investment research & compliance admin stop consuming so much of your capacity and energy.
WAy to reclaim your time
Our users consistently report reclaiming 8-12 hours weekly. That's time back for strategic growth initiatives, deeper client discovery conversations, professional development or simply being present with your family & friends.
WAy to Scale Without Burnout
Serve more clients without adding headcount or sacrificing service quality. Your processes scale but your stress levels won't.
WAy to grow AUM
When research & compliance don't consume your capacity, you’ll be able to focus on what can actually grow portfolios: understanding clients more deeply & delivering genuinely personalised guidance.
WAys to Retain Top Talent
Tech that respects professional expertise & cuts admin helps you to keep your best people in an increasingly competitive talent market.
WAy to Take Control in Under a Week
We're making implementation deliberately simple because we know you don't have months to spare for "digital transformation.
Discovery Call
(30 Minutes)
We’ll learn about your practice, your tech stack and your specific pain points. No sales pressure, just a genuine desire to understand your challenges.
Tailored Setup
(2-3 Days)
We’ll configure the platform for your specific workflows, integrate with your existing systems & import your client data securely.
Team Training
(Half Day)
Focused, practical training on the features you'll actually use to help make your team productive immediately, not weeks later.
Go Live with Support
You're up and running with dedicated support available whenever you need it. A vast majority of firms are fully operational within 5-7 days.
Questions from IFAs Like You (see full FAQ's here)
That's exactly why Wealth Analytica exists, to reduce platform juggling, not add to it. We integrate with your existing custodian platforms & consolidate workflows. Net result: fewer logins, not more.
A majority of firms are fully operational in just 5-7 days. We handle data migration, system integration and team training. You're not building this yourself.
We serve everyone from solo practitioners to 50-person firms. The time savings actually matter more when you're a smaller team that wears multiple hats.
WAys that Make the Investment Pay for Itself in Saved Time.
Most IFAs can recover the platform cost in increased billable hours within the first month. We offer flexible pricing based on your practice size & needs. Theres no hidden fees or per-client gouging.
WAy Better Pricing Philosophy
We charge for the value we create, not for every datapoint you access or report that you run. It’s transparent pricing that scales with your practice, not against it.
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