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:
Adapt systems to ever changing regulatory requirements with ease.
PlainSail Wealth has undergone extensive testing and has thousands of unit tests so you can be sure of a stable fail-safe system.
PlainSail Wealth incorporates numerous features that will improve staff productivity.
Our flexibly designed architecture and expert support will make the move from existing systems easier than you think.
PlainSail Wealth can help you to provide efficient service levels and thereby improve your customer retention.
Reduce capital outlay and lessen the burden of your IT team having to support multiple systems.
A few features that will make your business excel
We have built PlainSail Wealth so that it is enjoyable to use.
Manage multiple types of entities, presented with clarity and innovative ways to navigate between them.LEARN MORE
Adapt to ever changing and increasing regulatory requirements, store, report and monitor. Our solution affords a whole new way of working determined by you.LEARN MORE
Accurately recording timekeeping is monotonous work, so we have sped up and simplified the process.LEARN MORE
Multi-currency, capability for automatic bank downloads and the ability to create complex scenarios to save time and boost productivity.LEARN MORE
Store, view and share your documents in a manner perfected to suit Wealth Managers and Corporate Service Providers.LEARN MORE
Encrypted pin entry, app role security and flexible easy to configure permissions.LEARN MORE