Advantages of WealthFoundry

Control

The design and functionality of the platform, as well as the products on offer, are driven by the requirements of leading independent financial advisors. This ensures the delivery of the most cost-efficient and investor-focused service in the South African financial services industry.

Flexibility

WealthFoundry offers:

• A wide range of both actively and passively-managed unit trusts, unitised life funds and passively-managed exchange traded products (ETFs and ETNs) referencing domestic and international securities

• A full suite of savings products, including tax-free savings accounts, discretionary investments, retirement annuities, living annuities, endowments and preservation funds

• Group retirement annuities

Advisors have the flexibility to structure customised solutions reflective of their own best house views.

Soundness

WealthFoundry is a partnership between leading independent financial advisors and Sygnia, a JSE-listed financial and technology company, known for its innovative and disruptive approach to financial services. Sygnia manages and administers over R200 billion in assets on behalf of institutional and retail investors.

With Sygnia’s backing, WealthFoundry has the necessary financial and administration support to provide the best service and most advanced technology solutions to its clients.

Community

Leading independent financial advisors form a community sharing ideas and views on what constitutes best practice in the industry.

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