WealthPro IMS
An Investment Management System for advisory-grade portfolio tracking. One consolidated view of holdings, performance, and risk, for individuals and the advisers who serve them.
The challenge
- ·Individuals lack tools to track portfolios with discipline.
- ·Advisers juggle client portfolios across disconnected tools.
- ·Monitoring is manual, so drift goes unnoticed until it is expensive.
- ·Holdings rarely sit beside the goals they are meant to fund.
The WealthPro way
- Advisory-side portfolio tracking in one consolidated place.
- Continuous monitoring with alerts when a portfolio drifts off plan.
- Holdings tied to the goals they fund, from the WealthPro App.
- CoachMarangu AI explains what changed, and why it matters, in plain language.
See every holding clearly
Portfolio tracking
A clear, consolidated view of holdings and performance across accounts.
Drift alerts
Know when a portfolio has moved away from its target allocation.
Risk awareness
Surface concentration and risk early, while it is still cheap to fix.
Goal alignment
Tie portfolios to the goals they fund, from the WealthPro App.
Adviser reporting
Client-ready views for advisers managing multiple portfolios.
AI guidance
CoachMarangu AI explains performance and changes in plain language.
Launching soon
WealthPro IMS is in final development. Register your interest to get early access and pricing.
Frequently asked questions
IMS is in final development. Register your interest and we will notify you with early access and pricing.
Ready to get started with WealthPro IMS?
WealthPro IMS is portfolio-tracking software. It reports on what you hold and does not constitute personalised regulated investment advice.