WealthPro FMS
A Fund Management System for licensed fund managers and proprietary traders. WealthPro is the software provider, your licensed team performs the fund management.
The challenge
- ·Licensed managers need compliant, auditable operating infrastructure.
- ·Spreadsheets do not scale and create operational risk.
- ·Investor reporting is manual and slow.
- ·Off-the-shelf global systems are costly and ill-fitted to local rules.
The WealthPro way
- Purpose-built fund operations software for African managers.
- Portfolio, NAV, and reconciliation in one auditable system.
- Automated investor reporting and statements.
- Compliance-aware workflows aligned to local regulation.
Operate your fund with confidence
Portfolio operations
Positions, transactions, and reconciliation in one auditable place.
NAV & valuations
Streamlined NAV calculation and valuation workflows.
Investor reporting
Automated statements and reports for your investors.
Compliance-aware
Workflows and audit trails aligned to local regulatory expectations.
Investor portal
A branded portal where investors view holdings and documents.
Secure by design
Role-based access, audit logs, and data protection built in.
Tailored to your fund
Pricing depends on AUM, fund structure, and modules. Contact sales for a proposal.
Frequently asked questions
No. WealthPro FMS is software for licensed fund managers. WealthPro Africa does not perform fund management, your licensed team does.
Ready to get started with WealthPro FMS?
WealthPro FMS is software for licensed fund managers. WealthPro Africa does not perform fund management.