An Advice Story

Complete Practice Management

Wealthcraft is part of the Office 365 cloud, a market-leading platform for security, keeping your data between you, your business and your clients safe. It offers seamless integration with Outlook Email allowing automatic tracking of all emails against the client, note taking, tasks and appointments from within the outlook client. What’s more you have familiar tools like MS Word and Excel integrated with Wealthcraft for a simple, seamless solution accessible from most devices.

Stay on task

From any device, easily assign tasks and activities so you can keep track of what everyone’s working on and when things are due.

Social collaboration

Communicate easily with colleagues about your clients, allowing to process in a more efficient manner.

All in one place

Store and maintain client data and documents centrally, so you can share the information with your team and with your client.

Reminders!

You can create and maintain alerts and reminders based on triggers or dates and ensure nothing is ever overdue.

Best practice

Configure your internal process so the same method is followed properly and compliantly every time.

Keeping Track

Reconcile expected and received remuneration in a single area to allow you to mark off payments and ensure nothing is missed.

Multi-currency Commission Accounts

Maintain virtual accounts for every user in multi-currency, allowing them to see what they have made and what to expect come pay day.

Maintain a balance

Create recurring income and expenses to maintain a balance statement for all staff, allowing a natural audit of the cost of business.

Valuations

Portfolio Valuations

Up to date daily valuations from a wide range of providers and still growing!