Explore our
key offerings
Examining the figures behind our growth: a detailed analysis of the key metrics driving our institution's success.
350,000
Assets
In-depth analysis of stocks, mutual funds, ETFs, and trusts, along with global market data and comparative indices.
100%
Design your Workflow
Choose from our recommended workflows or design your own personalised workflow to monitor and enhance efficiency.
6+
Exceptional customisable services
Solutions and processes crafted to boost your business growth and improve client experiences while minimising time spent.
Explore some of our popular services below
Client Management
Import & sync clients from your systems or third-party services: for example, from Excel files or Intelliflo.
Monitor real-time portfolio performance and provide clients with access to a personalised portfolio dashboard.
Dedicated communication tools and services to enhance client satisfaction.
Unlock Performance
Easily access all your clients, leads, priority actions, and monitor Assets Under Management and lead-to-proposal time-to-serve metrics. Enhance both your processes and outcomes with Wealth Analytica's support!
Portfolio Builder
Create and compare portfolios across 350k assets, including stocks, mutual funds, pensions, trusts, and ETFs.
Create and export reports, performance tables, and add charts.
Save portfolios anonymously or associate them with clients.
Markets & Watchlist
Manage your portfolios, assets, and markets in one place with the latest customised and personalised financial news updates.
