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 Wrap’s online front-end system helps you conduct your business efficiently, confidently and with transparency.

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