Professional-grade tools for financial services.
Fund managers, investment advisors, and financial services firms run on WealthPro, from market intelligence and client management to compliant fund operations software.
Serious tools for serious operators.
Built for compliance
Regulator-aware workflows and clear disclaimers across every tool.
Africa-first, globally benchmarked
Designed for African market realities, to international standards.
AI-native
CoachMarangu AI intelligence embedded across the institutional stack.
The professional WealthPro stack.
Objective-led advisory, governed by a written IPS.
For SACCOs, funds, trustees, and corporates: we map your objectives, explore regulated solutions that fit, and draft a bespoke Investment Policy Statement that anchors fiduciary decisions, powered by FIS, IMS, and WAPM.
CMA Investment Adviser and ISPP licence applications pending, targeted for Q1 2028, register your interest and we’ll onboard you on approval.
- 1Map your objectives & goals
- 2Explore regulated solutions that match
- 3Draft a bespoke Investment Policy Statement (IPS)
See the institutional stack in action.
Start a free FIS trial or book a demo of the full platform.