services

We help you to help your client

Looking to provide your client base access to unparalleled institutional-quality real estate and alternative asset investments all in one place? Our solution can impress and grow your client base.

Global investors are driving the trend towards secure digital investing.

Get started with your clients today.

WealthPoint provides B2B investment platforms that give investors direct global access to individual commercial real estate and alternative investment opportunities.

With us your clients are able to earn dollars in income generating assets while diversifying their portfolio outside of the stock market with commercial real estate.

Investors can review, compare, and personally choose the deals that meet their own investment criteria from the deals that you curate on your platform.

Our investment platform and online client reporting tools free up your time, reducing investment administration and enabling you to focus on more important things.

We provide an optional transactional fee system for you to earn revenue through the life of the clients investment.

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  • Our platform provides deal flow from global institutional real estate and investment firms.
  • All our partners and deals are vetted by our team before being made available for you to list on your platform.
  • Our team ensures effective compliance and structuring for offshore deals, reducing the cost of offshore investing.
  • USD based investments with offshore wallet.
  • Opportunities to invest in deals from global real estate partners previously only available to institutional investors.
  • Category 2 licenced SA financial institution.
  • Diversify real estate options beyond conventional SA main stream partners.
  • Opportunity for globally uncorrelated returns
  • Invest in a wide range of offshore partners while having a single local point of contact.
  • Access institutional level deals while still able to diversify a portfolio with smaller investment amounts into a wider range of deals.

What our platform offers

Client facing branded investor portal

  • Investor onboarding
  • KYC / AML investor verification
  • Client services support
  • In platform trading account

Deal life cycle processing

  • Deal Due Diligence
  • Deal investment pages
  • Digital investor document signing
  • Investor aggregation structure (SPV) per deal for the life of the project
  • Payment distributions through an in-platform transactional account
  • Efficient and seamless reporting

Investor Management and Reporting

  • Automatic transactional fee collection
  • Secure data storage
  • Transactional reporting
  • Investor access to data 24/7

Contact us to find out more