Smart Platform 2017-11-02T09:47:30+00:00

Cost effective, expert financial advice for your customers

Leading technology

Leading technology

Scalable, secure and robust cloud based application with pick and mix features including customer facing, back office and governance modules. Real time scenario testing at the click of a button for rapid, error free deployment.

Fully customisable

Fully customisable

Maximum flexibility and personalisation options without the time, expense and hassle of a complex build. You can configure the platform to meet your branding, design or UX guidelines or reorder processes or questions  in the advice apps.

Easy integration

Easy integration

APIs offer easy integration with existing compliance, CRM or Investment systems creating a joined up customer view.

Fully secure

Fully secure

Data security is given the highest importance and we follow guiding principles for ISO27001 and PCI/DSS standards. Our robust cloud based application has stood up to rigorous due diligence testing from existing clients.

Multi channel

Multi channel

Set up for online ‘self serve’  but able to add in phone support and allow customer service teams to support web  activity.We also offer a face to face or branch based solution for advisers to support or take customers through the advice process.

Tailored implementation

Tailored implementation

We work with you to design and deliver the right implementation for your business and customers.  Our engineering experts will work alongside your in house teams from start to finish  to understand your needs and deliver quickly and efficiently.

Our industry-leading robo advice software

Tailored to your house view

Discover our services

Award winning technology and innovation

Talk to us

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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