Wealthtime is set to consolidate its Wealthtime and Wealthtime Classic platforms into a single brand, promising enhancements and focused client service.
- The integration with technology partner Wipro aims to upgrade the Adviser and Investor Zones, offering users a refined experience.
- Extensive automation will be introduced to ease manual processes, allowing advisers to prioritise client-centric tasks.
- GBST’s technology will underpin the unified platform, leveraging a collaborative delivery model with Wipro for comprehensive service.
- This strategic move builds on a 15-year partnership with GBST, signalling a new phase of platform innovation.
Wealthtime, in collaboration with technology services and consulting firm Wipro, is set to consolidate its Wealthtime and Wealthtime Classic platforms into a singular, enhanced brand. This change is geared towards delivering significant improvements in user experience, particularly within the Adviser and Investor Zones, offering a streamlined service. By utilising extensive automation, the platform aims to minimise manual tasks traditionally handled by advisers, thus allowing them to focus more on delivering high-value activities tailored to their clients’ needs.
The consolidation will employ GBST’s robust technology framework, with a co-delivery model alongside Wipro, ensuring a seamless end-to-end service provision. This initiative not only reflects Wealthtime’s commitment to innovation but also extends its long-standing 15-year relationship with GBST, indicating a deep-rooted partnership founded on trust and shared objectives.
In essence, the anticipated platform merger signifies a forward-thinking strategy that aligns technological advancements with client service optimisation. Advisers and platform users can expect a heightened level of service quality and operational efficiency, which should ultimately translate into better client engagement and satisfaction.
The unification of Wealthtime and its Classic counterpart under one brand marks a significant step towards improving service efficiency and client focus.
