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Wealth Manager
Proplend has developed a dedicated Wealth Manager portal for Wealth manager partners
"Proplend has been a crucial part of our asset allocation now and produced excellent, stable and reliable returns for clients. With low interest rates and volatility it has delivered exactly what we need it to clients. We use in ISA’s, SIPPS and corporate investment accounts. The team are very knowledgeable and helpful in both the client and adviser journey."
CEO Berkshire based Wealth Manager
Wealth Manager Portal
The portal enables B2B2C distribution of Proplend loan investments at scale.
Wealth Managers can onboard new clients either directly or have Pension accounts allocated to them by third party Pension Administrators.
Provides a streamlined process for Advisors to advise their clients on a loan by loan basis.
Single point for Advisors to track and monitor client information.
API data feed available.
Over 25% of loans funded on the Proplend platform have been funded by Wealth Manager Clients
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