Maintaining simplicity in an increasingly complex world

Solutions built on years of experiences with relationship managers, portfolio managers and client advisors

Software solutions for private bankers and portfolio managers

Automated investment proposal generation based on client needs

Wealth Vantage Core Features

Highly Versatile

Customised solution with rules, design and corporate identity. Allows portfolio managers to align investment views and strategies to deliver fast, consistent and efficient results.

Consistent Results

Investment proposals workflow follows frameworks defined by portfolio managers to deliver consistent and repeatable results

Time Savings

Allows private bankers to generate customised investment proposals in a matter of minutes. Portfolio managers and advisors spend less time preparing proposals and can focus on their core responsibilities.


Wizard driven solution which guides advisors through a series of questions. Proprietary proposal generation engine creates a customised proposal based on client needs and investment policies.

Reduced Risks

Using a unified offering enables wealth managers to closely monitor investment policies and reduces their risk. Wealth Vantage overcomes daily challenges through an automated workflow solution

Cross Platform Solution

Wealth Vantage is available on desktops, mobile and tablets giving private bankers results on the go, on demand and in real-time

Software solutions for wealth management
What we can offer you

Tailored Strategies

Our solutions can be customised to meet the requirements of your organisation.

Pioneering Solution

Our pioneering solution is built on leading edge technologies.

Competitive Pricing

We offer competitive pricing plans based on your requirements. Get in touch for more details.

Our mission is to provide every banker in the wealth management industry with the perfect digital companion to help them fulfil their goals and objectives.

We automate investment proposals and in the process we equip our clients with various other tailored solutions that reflect individual needs, processes, design and branding.

Our clients save enormous time and money due to our simplified and automated workflow.In an increasingly complex world where we have a backward looking definition of risk, We arm our clients with a platform that can address future risk that inventor might experience.

Developed by bankers for the bankers we provide relationship managers and advisors a tool that can out-do robo advisers in terms of output, efficiency and speed.

Wealth Vantage Limited is a software company with presence in London and Zurich

Our core solutions are targeted towards the private banking/wealth management industry.

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Contact Us

Wealth Vantage Limited
86-90 Paul Street


Wealth Vantage Limited - registered in England and Wales with company number 11677724