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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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.