A Smart Platform

THAT INSPIRES CONFIDENCE

Cutting-edge tech, proven expertise and added stability

Current Software as a Service advice solutions

The Smart Platform can be configured to reflect your advice policy

Live products

Hybrid

Enable your advisers to process more cases in a fraction of the time
Defined benefit transfer

At-retirement

Drawdown annual review

Equity release
Find out more
Digital

Let your customers access online advice easily and seamlessly
Pension accumulation

Pension decumulation

At-retirement

Investments
Find out more

AI for smarter advice

Turo is the name of our AI adviser that sits behind the Smart Platform. We are continuing to push the boundaries of AI in financial advice by enabling Turo to learn from previous advice cases and become a reliable, fully-regulated online adviser.

More about AI at Wealth Wizards

Client case studies

More case studies

Get in touch

If you'd like to find out how the Wealth Wizards Smart Platform can work for you, fill in the form below and someone will be in touch.  Alternatively, you can call 0113 280 6426.

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Disclaimer

Wealth Wizards Advisers Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596436. 
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT. 
Registered in England & Wales, No. 7273385. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime. 

Wealth Wizards®, Pension Wizard ®, Retirement Wizard ® and the wizard hat logo are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Advisers Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Money Wizard, Advisor Wizard, Mortgage Wizard, Protection Wizard, Investment Wizard, Investor Wizard, Insurance Wizard, and ISA Wizard are trademarks and logos of Wealth Wizards Limited. 

© 2018 Wealth Wizards Limited.