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Adviser services

Adviser services



Build your business on a strong platform



Wealthtrac provides you with a strong administrative platform on which to build your business.

The adviser software, MoneyOne, is the front-end interface to our platform. Simple to use, MoneyOne® Online and MoneyOne® Office are a powerful combination of web portal and office software.

Together, they streamline your back office administration and provide a secure online website with trading, account set up, easy-to-retrieve product, investment and transaction information.

MoneyOne is free of charge to advisers on the Wealthtrac platform.


Key benefits for advisers



  • Improved levels of client service, resulting in better retention
  • Streamlined back office efficiency, allowing you more time for new business
  • Reduction in business expenses
  • Simple to use technology
  • Easier compliance


Interested in becoming a Wealthtrac adviser?



If you are interested in becoming a Wealthtrac adviser, download the adviser registration form, here.