Client Administration

No matter what advice is provided by you as an Advisor, Wealth Axis has the back office solution to implement and manage your clients needs seamlessly. Wealth Axis provides a broad spectrum of services for low, medium and high touch clients, our system and processes are flexible enough that we can tailor this to match your service offering to your clients.

This service offered by Wealth Axis encompasses everything from basic client data entry, application preparation and follow through with third parties, superannuation and investment portfolio management and liaising with your clients as and when required for further information or requirements as part of the application implementation process.

The Wealth Axis mail house ensures that all client communication either directly from the client, fund managers or other third parties whether received via post or email is scanned and filed directly to the client record in your CRM system within 24 hours of being received.

We understand that Wealth Axis must provide a level of service that reflects your business, vision and goals and that the work prepared by Wealth Axis must match that of your business as though the work has been completed ‘in house’.

About Us

Why Outsource

Wealth Axis is a service driven back office administration solution designed to assist the financial planning and accounting industry.

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Why Outsource

Our Services

Wealth Axis has built a systematic and repeatable process making your business scalable and technologically astute, allowing you to compete with the big banks.

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Our Process

Our Process

Wealth Axis provides you with a simple easy to use systematic process. Driven by increased productivity and workflow management.

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Sample Pages

Sample Pages

Wealth Axis provides more than just compliance documents. Our documents are powerful marketing and sales tools with appealing design, structure and wording.

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Get A Quote

Get A Quote

Wealth Axis allows you to gain control over your expenditure, with a cost efficient alternative to traditional in house services. Obtain an instant online fee estimate now.

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Blog

Blog

Wealth Axis offers you solutions to remain technologically ahead of the game. Helping you reduce your sales cycles and improve your business.

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