Wealthify Robo-Advisor
Automated investment platform offering managed portfolios and pension consolidation.
Overview
Wealthify Robo-Advisor provides an online investment platform with a range of managed portfolios tailored to different risk levels and investment themes. Users can invest in Stocks and Shares ISAs, Junior ISAs, and Self-Invested Personal Pensions (SIPPs), with features such as tax-efficient growth and easy withdrawals.
The platform combines automated investment management with human expertise to maintain portfolios aligned with clients' goals. Wealthify also offers pension consolidation services to simplify retirement savings by combining previous pensions into a single account.
Owned by Aviva, Wealthify operates independently and offers its services via a web platform and mobile apps compatible with iOS and Android devices, supporting biometric security features.
Key Features
- + Managed investment portfolios with risk levels from Cautious to Adventurous
- + Stocks and Shares ISA with tax-efficient investing
- + Junior Stocks and Shares ISA allowing family contributions
- + Self-Invested Personal Pension with pension consolidation
- + Mobile app with Face ID and Touch ID support
- + Automatic portfolio rebalancing by investment experts
- + No fixed terms or penalties for withdrawals
- + Integration with ClearBank for savings accounts