WealthPro Fund Intelligence System
Know your risk profile, set your goals and follow the markets as they move. Gain the intelligence to judge any investment before you commit your hard-earned money.
- 163
- fundsthe CMA registerCMA
- 43
- fund managerslicensed in KenyaCMA
- 355
- SACCOsevery regulated SACCOSASRA
- 66
- insurersthe industry registerIRA
- 43
- pension providersthe industry registerRBA
- 41
- bankswith published ratesCBK
Every figure carries its source and the date it was captured, and a model is never cited as a source. Coverage as at Q1 2026, the latest CMA Collective Investment Schemes report.
Institutional-grade tools, priced for Africa.
Your money lives in seven places. Most tools show you one.
- ·A fund here, a pension there, insurance you barely understand, a SACCO you joined years ago.
- ·The regulators publish the data, but it is scattered, out of date, and impossible to compare.
- ·So most people never know if their pension is underperforming or which SACCO pays the best dividend.
- ·Glossy marketing promises what the published numbers do not show, and outright scams thrive where nobody can check.
- ·Global tools were never built for Kenyan funds, pensions, or SACCOs.
Real, ranked and current.
- Named and ranked: not "money-market funds return 8 to 13%", but the actual top performers with their real yields and AUM.
- Always current: every data point carries when it was captured and where it came from.
- One AI Analyst reasoning across all seven domains, in plain language, at your level.
- Fact-check any claim: if a promised return is not in the regulator’s published figures, you will see it.
- From discovery to a written IPS and a branded client report: the whole workflow, one place.
Far more than a fund list.
WealthPro FIS is organised the way real work runs: discover the market, analyse it, plan against it, and watch it live.
Discover
11 screensKenyan, African, Global and Shariah fund universes, REITs with an audited series back to 2021, manager and fund league tables, full fund and scheme deep dives, and Find Me a Fund: a 14-question matcher that ranks Kenya, Africa and Global separately.
Analyse
9 screensRisk metrics from Sharpe ratios to drawdowns, an efficient-frontier portfolio visualizer, a fee-drag calculator, per-fund yield history, an FX scenario modeller, the free Tax Lens, and 20 financial calculators.
Plan
7 screensA financial wellness score, a risk profiler where capacity caps tolerance, a written Investment Policy Statement with a suitability trail, model portfolios, a step-by-step portfolio builder, and branded quarterly client reports.
Markets
7 screensLive NSE indices and stocks, T-bills and the MPC calendar, global indices and FX, a six-view bond module with yield curves and laddering analytics, market news with sentiment, and a CMA regulatory feed with severity alerts.
Every fund category, ranked and explained.
WealthPro FIS exists so you choose investments that fit your risk profile, your capability and your goals: reading beyond the marketing, with every claim checkable against the regulator’s own figures.
The entry point: capital preservation and liquidity, ranked by real effective yield, not the advertised one.
Bond-backed returns over longer horizons, ranked with fees in view.
Equity and fixed income in one fund, for the middle of the risk curve.
Listed-market growth with professional selection, for long horizons.
Thematic and alternative mandates, from dollar funds to sector plays.
Listed property income, with an audited series back to 2021.
Shariah-compliant options across Kenya, Africa and the world, in one view.
Beyond Kenya: curated funds and ETFs across the continent.
The world’s markets beside your local options, ranked within their own tier, never mixed.
Seven domains. Six sources. One lens.
Funds (CMA)
163 funds across 43 fund managers, ranked by return and AUM, with 198 African and global funds beyond the register. The top performers · named, with real numbers.
REITs (CMA)
Every authorised vehicle with an audited series back to 2021: yield, NAV, occupancy, lease length and gearing, year by year.
Bonds (CBK · NSE)
Treasury bills and bonds, corporate issues, auctions, multi-country yield curves and a laddering builder · the best yields by tenor, current.
Pension Funds (RBA)
43 named providers ranked by fund size and growth, with independent industry benchmarks beside them.
Insurance (IRA)
66 insurers ranked by claims ratio and market share, across 14 classes of cover. Know who actually pays claims before you buy.
Bank Rates (CBK)
41 banks with published lending and deposit rates, side by side · the best fixed-deposit rate today, and where yours sits.
SACCOs (SASRA)
All 355 regulated SACCOs by size, growth and financial soundness, with declared dividends where a SACCO has published them.
The Tax Lens is live and free: PAYE, rental and small-business estimates, and what you keep after tax, with every parameter signed off against the Finance Act 2026. For educational purposes, not tax advice.
A figure has to earn its place on screen.
These are not policies in a handbook. They are rules enforced in the product’s own code.
Sourced and dated by construction
Every view carries its source and the date it was captured. A figure missing either cannot render at all: the page fails before it misleads.
A model is never a source
WealthPro FIS deleted its own AI extraction pipeline for figures. Numbers come from regulator publications by document extraction, never from a language model’s reading.
Reconciled to the regulator
CMA fund data must match the regulator’s published industry total and every category subtotal before it ships.
Coverage honesty
A ranking over partial disclosure says so, and an institution that has not reported is never ranked last. Where the data is thin, WealthPro FIS shows the gap instead of a guess.
An analyst in the room, grounded in the register.
The Coach Marangu orb rides on every screen. The full AI Analyst is included with Premium.
- Five structured analyses with citations: portfolio construction, market intelligence, risk audit, peer comparison and FX.
- Grounded in the live register and in your own watchlist and goals, never in guesswork.
- Verified figures are labelled apart from estimates in every answer.
- It can act: open a fund, run the matcher, draft your IPS, set an alert. Anything heavier asks first.
- Saved analysis runs you can name, revisit and compare side by side.
- Voice input is live today; spoken replies arrive with a premium voice engine.
Everyone building or managing wealth needs this.
From your first SACCO to a multi-billion-shilling pension fund, the question is identical · where are the returns, and how does what I hold compare?
For individuals
- Individual investors
See the best-performing funds, the top deposit rates, the highest-dividend SACCOs · and know exactly where your own money stands against the market.
- First-time savers & SACCO members
Understand what a good rate looks like, which SACCO actually pays, and how to make your money work · in plain language, with real numbers.
- The diaspora investor
Compare every option back home · funds, bonds, pensions, SACCOs · ranked and current, from anywhere in the world.
For professionals
- Fund managers, analysts & traders
Institutional-grade fund, bond and pension data to build a thesis and benchmark performance, without the terminal price.
- Trustees & SACCO committees
Benchmark your scheme or SACCO against the whole sector · returns, size, fees, dividends and soundness, in one place.
- Tied & independent advisers
Run the whole engagement in WealthPro FIS: risk profile, matched funds, a written IPS, then a quarterly client report under your own logo and colours.
- Institutions, banks & insurers
Endowments, family offices, treasuries and underwriters · the whole regulated landscape, ranked, and where you sit in it.
Start free. Go Premium when the work deepens.
The free account is a real product, not a teaser. Pay in KES or USD, by M-Pesa, card or bank.
- Every fund universe and league table
- Live Kenya and global markets, bonds and news
- Find Me a Fund, the Risk Profiler and the Tax Lens
- Fund and scheme deep dives
- The full Analyse and Plan lanes, AI Analyst included
- Branded client reports, exports and unlimited watchlists
- $149 a year: two months free
- Teams, desks and institutions
- Volume seats on annual terms
- Onboarding and support, sales-led
“Comparing Kenyan funds, pensions and SACCOs meant scattered PDFs. WealthPro FIS gives one ranked, sourced, dated view.”
Frequently asked questions
WealthPro FIS mirrors what the regulators themselves publish: CMA for funds and REITs, CBK and the NSE for bonds and bank rates, RBA for pensions, IRA for insurance, and SASRA for SACCOs. Every data view carries the date it was captured and its source.
Start free and see the whole market, ranked.
WealthPro FIS presents publicly published financial data · mirroring what the regulators (CMA, CBK, NSE, RBA, IRA, SASRA) make available · ranked and kept current. WealthPro FIS is a market-information and intelligence service. It is not a broker, adviser, or intermediary, and it does not advise your personal financial transactions. Every data view carries the date it was captured and its source. This is for educational purposes, not a recommendation or advice. For decisions about your specific situation, speak to a licensed professional in the relevant field.