Our services 2018-02-19T13:54:18+00:00

Current SaaS advice solutions

Shaped and branded to your requirements

Start to finish retirement advice in under 2 hours

Our Paraplanner tool uses hybrid of human and digital to drive cost savings for advisers

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Award winning technology and innovation

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Want to find out how Wealth Wizards technology can work for your business? Fill in the form below and one of our experts will be in touch. Alternatively you can contact us by calling 0113 280 6426.

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News & updates

AI isn’t “disruptive” any more. It’s the new normal.

15th May 2018 Charles Orton-Jones is a former PPA Business Journalist of the Year, specialising in AI and FinTech. He began his career as editor of EuroBusiness magazine, and now writes on the rise of [...]

Mercer and WW deal in CityWire

In a bid to make some processes more efficient, Mercer are launching a 'robo-paraplanner' with the help of Wealth Wizards to help customers with defined benefit transfers. Read the full article in New Model Adviser [...]

Wealth Wizards and Mercer announcement in Fintech Finance

Our announcement has been featured in Fintech Finance, now Mercer will be able to provide digital financial advice to their customers.