Supporting self-licensed advisers with quality products and services developed in partnership with market leading platforms.
Wealthtrac: an Adviser focused platform
The future’s changing, more advisers are choosing a self-licensed path or joining non-institutional dealers. You want more control over platforms you use, greater choice of investment and product options.
Clients’ best interest is the central focus, but you work in a complex and rapidly changing space.
Wealthtrac continually searches for the best, most innovative products and services. New technology and structures like SMAs will drive your practice efficiency and improve client service.
We’re not conflicted, we’re fully aligned with you and your objectives.
Wealthtrac has a close relationship with some of Australia’s leading self-licensed dealers and advisers. Our value is focused on personally supporting advisers to quickly resolve platform issues and assist with client transitions. We take adviser recommendations for service and technical improvements to senior platform management and process requests for new investment options.Matthew Johnson CEO, Wealthtrac Pty Ltd
Primarily, we listen to and support the platform services that advisers need to manage their clients and provide the opportunity to participate in the development of new products and services.