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 ...

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Connor P.
Wealthtime/Novia or Wealthtime Classic??

I have dealt with Wealthtime for 15 years now and they have been brilliant. I was surprised to hear from a potential client of mine that their Trust Pilot reviews were not good, apart from another IFA's opinion which was very good. As such, it is important to note that in the last few years, the owners of Wealthtime bought Novia (another investment/pension provider) and Novia was renamed 'Wealthtime' and what was the Wealthtime platform I have used for 15 years has been renamed as 'Wealthtime Classic'. It seems the poor reviews on here are for Novia, not what is now called Wealthtime Classic. Unfortunately this is giving the impression that Wealthtime Classic has been poorly reviewed, which I highly doubt, as their customer service, functionality and cost are very good indeed. Perhaps there should be two Trust Pilot options, one for each, to give a true picture of both?

5
Date of experience: Jan 09, 2025

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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

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