WealthPro FMS
A Fund Management System for CMA-licensed fund managers and proprietary traders. WealthPro is the software provider, your licensed team performs the fund management.
WealthPro provides the software. Fund management is performed by your own CMA-licensed team, and WealthPro holds no licence and no client money.
Spreadsheets do not scale. Global systems do not fit Kenya.
- ·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 Kenya's CMA and CBK rules.
Fund operations, built for Kenya’s CMA and CBK rules.
- Purpose-built fund operations software for Kenyan and African fund managers.
- Portfolio, NAV, and reconciliation in one auditable system.
- Automated investor reporting and statements.
- Compliance-aware workflows aligned to CMA fund-management rules and CBK reporting.
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 CMA and CBK requirements.
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.
Run your fund on one auditable system.
WealthPro FMS is software for licensed fund managers. WealthPro Africa does not perform fund management.