WealthPro IMS
Advisory-grade portfolio tracking in one consolidated view: your NSE-listed equities, CMA-regulated funds, bonds and SACCO savings, for individuals and the advisers who serve them.
Tracks the same regulated universe WealthPro FIS covers: NSE-listed equities, the 163 funds on the CMA register, bonds, and 355 SASRA SACCOs.
Drift goes unnoticed until it is expensive.
- ·Individuals lack tools to track portfolios with discipline.
- ·Advisers juggle client portfolios across disconnected tools.
- ·Holdings rarely sit beside the goals they are meant to fund.
One consolidated view, watched continuously.
- 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.
- WealthPro 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
WealthPro 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
Register your interest and we will notify you the moment early access and pricing open.
Register your interest in WealthPro IMS.
WealthPro IMS is portfolio-tracking software. It reports on what you hold and does not constitute personalised regulated investment advice.