One simple solution

A modern, efficient wealth management system that delivers on every level.

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PlainSail Wealth streamlines your business

Built using the latest technology from the ground up with security, sustainability, trackability and flexibility at its very core. It offers countless benefits including:

  • Regulatory icon

    Regulatory

    Adapt systems to ever changing regulatory requirements with ease.

  • Stability Icon

    Stability

    PlainSail Wealth has undergone extensive testing and has thousands of unit tests so you can be sure of a stable fail-safe system.

  • Productivity Icon

    Productivity

    PlainSail Wealth incorporates numerous features that will improve staff productivity.

  • Smooth transition icon

    Smooth transition

    Our flexibly designed architecture and expert support will make the move from existing systems easier than you think.

  • Customer satisfaction icon

    Customer satisfaction

    PlainSail Wealth can help you to provide efficient service levels and thereby improve your customer retention.

  • Reduce costs icon

    Reduce costs

    Reduce capital outlay and lessen the burden of your IT team having to support multiple systems.

Why change?

A few features that will make your business excel

We have built PlainSail Wealth so that it is enjoyable to use.

  • Clients

    Manage multiple types of entities, presented with clarity and innovative ways to navigate between them.

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  • CDD

    Adapt to ever changing and increasing regulatory requirements, store, report and monitor. Our solution affords a whole new way of working determined by you.

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  • Timekeeping

    Accurately recording timekeeping is monotonous work, so we have sped up and simplified the process.

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  • Bookkeeping

    Multi-currency, capability for automatic bank downloads and the ability to create complex scenarios to save time and boost productivity.

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  • Documents

    Store, view and share your documents in a manner perfected to suit Wealth Managers and Corporate Service Providers.

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  • Security

    Encrypted pin entry, app role security and flexible easy to configure permissions.

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