wealthtime.com

2.8
2.8 Based on 16 reviews

Wealthtime is the next-generation adviser platform providing a smarter technology experience and placing advisers and investors at the core of everything we do. Following years of continuous development across two separate platform products, we’ve built ...

Unclaimed Profile
Business profile not claimed
This business hasn’t yet claimed their profile on our platform and may be unaware it's listed. As a result, their rating might not fully reflect their customer service or responsiveness.
SDS
Poor handling of a bereaved customer

Very poor handling of a bereavement case, with serious issues around customer support, verification and complaint handling.In my experience, I encountered repeated telephone verification failures over an extended period and was effectively locked out of obtaining support. What made this worse was that staff were unable (or unwilling) to explain which specific data field was causing the verification failure, so there was no practical way for me to resolve the issue through normal channels.Instead of ownership and resolution, I was repeatedly rerouted between teams (including bereavements / client services), which created a catch-22: I could not pass verification, and I could not get enough information to correct whatever was preventing verification.I also received bereavement correspondence containing obvious data/correspondence errors (including an incorrect salutation), which was extremely distressing and undermined confidence in the accuracy of the records being used.When I raised a complaint, I did not feel the final response properly engaged with the operational facts or the specifics I had raised (including the repeated lock-out, rerouting, and correspondence errors). Overall, the process felt fragmented, defensive and far below the standard of support I would expect in a bereavement situation.

1
Date of experience: Feb 24, 2026

Is this your business?

Claim your business profile now and gain access to all features and respond to customer reviews.

Business Details

  • Wealthtime is the next-generation adviser platform providing a smarter technology experience and placing advisers and investors at the core of everything we do.

    Following years of continuous development across two separate platform products, we’ve built a group that’s able to combine top tier technology with a people-centric service, across a choice of two platforms dependent on you and your client's needs; Wealthtime and Wealthtime Classic.See more

  • language https://www.wealthtime.com

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies

More