WealthPro WAPM
An autonomous portfolio manager that analyses your holdings and proposes the next move. A person confirms every action before anything happens.
Nothing executes on its own. WAPM analyses your holdings and proposes the next move, and a person confirms every action before anything happens.
Good investment discipline is hard to sustain alone.
- ·Rebalancing is easy to understand and easy to postpone.
- ·Fully automated managers move money without the investor understanding why.
- ·Fully manual management does not scale past a handful of portfolios.
Autonomous analysis, human-confirmed action
- WAPM applies your chosen strategy and monitors the portfolio continuously.
- It produces a reasoned proposal, not a silent trade.
- A person confirms every action before it is carried out.
- Anything that moves money runs on licensed, regulated rails.
Analysis and proposal, always human-gated
Strategy application
WAPM applies the strategy you chose to your NSE equities and CMA-regulated funds, consistently.
Continuous monitoring
The portfolio is watched continuously, between reviews as well as at them.
Reasoned proposals
Each recommendation comes with the reasoning behind it, in plain language.
Human confirmation gate
Nothing executes autonomously. A person confirms every action first.
Works with IMS
Reads the consolidated position from IMS, so analysis reflects everything you hold.
Explainable by design
WealthPro AI can explain any proposal, at whatever level of detail you want.
Launching soon
WealthPro WAPM is in final development. Register your interest to get early access and pricing.
Frequently asked questions
No. WAPM analyses and proposes. A person confirms every action before anything is carried out, and anything that moves money runs on licensed, regulated rails. WealthPro Africa never holds client funds.
Register your interest in WealthPro WAPM.
WealthPro WAPM provides portfolio analysis and proposals. It does not constitute personalised regulated investment advice, and it does not act without human confirmation. WealthPro Africa is an educator and software provider and never holds client funds.