ClearView upgrades WealthSolutions platform

ClearView has upgraded its wrap platform with the introduction of annuities from Challenger and CommInsure.

The firm said in a statement that changes to the WealthSolutions platform were driven by adviser feedback. Advisers and their clients now have access to annuities for retirement and investment planning.

“One of the biggest benefits we can deliver to advisers is to assist with efficiencies in their office, while ensuring they have access to all the relevant financial tools to meet their clients’ needs,” Simon Swanson, managing director at ClearView, said.

“We are pleased to be able to offer convenient access to guaranteed income stream solutions.”


The launch of the annuities follows WealthSolutions’ upgrade to its popular implemented model solutions, with the addition of separately managed accounts (SMAs) to its investment platform in October 2015.

ClearView upgrades WealthSolutions platform
ifa logo

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.