WealthTech is an award winning SaaS wealth management technology business

Operating for over ten years with an enviable institutional client list and active financial adviser base.

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What We Do

WealthTech is ideally positioned to deliver innovative technology capabilities into the financial advice industry as the industry moves away from institutional ownership, to a model where individually owned practices seek solutions that allow their business to operate efficiently and deliver on their desired client experience.

Licensees choose WealthTech as we have built compliance solutions that help AFSLs meet their obligations.

Our Companies

ROAR Software

Advisers are seeking ways to deliver high quality, customer centric advice at a lower cost to serve.

To meet these growing needs there has been a proliferation of new entrants to the advice technology space, delivering quality solutions to one element of the advice value chain including research, fact finding, goals exploration and strategy modelling. The problem is that as these apps are disconnected, leaving advisers no option but to adopt complex and expensive processes to piece together all elements of the value chain.

ROAR Software solves this problem by linking these apps together in a single marketplace with a shared CRM, allowing advisers to reduce their cost to serve while delivering high quality customer centric advice. 

roarsoftware.com.au

TOMORROW

WealthTech will soon be launching an innovative wealth management platform, TOMORROW which is designed to facilitate provision of ‘episodic advice’. TOMORROW is Australia’s first and, to date, only platform designed around the provision of episodic advice.

TOMORROW is a digital first, fully-featured managed account platform proposition built with and for the consumer. Clients or through their adviser are able to select a portfolio that is suited to their attitude to risk and has an investment thematic that aligns to what they believe in e.g. Innovation, Low-Cost Index or Green portfolios. Diversified portfolios include a blend of managed funds, ETFs and direct Australian and international shares.

tomorrowsuper.com.au

Clarity Portfolio Management

Clarity Portfolio Management is a wholly owned subsidiary of WealthTech Group, responsible for the design and construction of risk based diversified portfolios aligned to different styles or thematic.

Clarity Portfolio Management selects, manages and contracts with third party sub-portfolio managers to implement the portfolio designs specifications and manage the ongoing asset selection and trades of ETFs, direct equities and Managed Investment Schemes.

 

clarityportfoliomanagement.com.au

Archer

Archer is an innovative goals based robo-advice engine for financial advisers designed to make providing strategic advice easy.

Archer assists advisers to show clients the value of their advice. With its goals based modelling tool, Archer explores the client’s current position, helps to set meaningful goals and enables meaningful client review discussions whilst optimising the best possible strategy for the client.