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