Wealtra
HQ Address
66/F, The Center, 99 Queens Road, Hong Kong, 0000
Website Address
Business introduction
WEALTRA is a unique and user-friendly wealth management learning management system (LMS), offering online courses and training for wealth management practitioners as well as High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals
The scope of the training modules is broad and diverse: industry and regulatory trends, specific investment product types and approaches, insurance, wealth structuring, soft skills, etc
For wealth management firms, WEALTRA provides a robust platform for managing e-learning content, with features such as learning content curation, regulatory continuous professional development reporting, and advanced analytics, enabling efficient training tracking and optimisation.
For (U)HNW individuals WEALTRA represents a rich source of guidance on wealth preservation, family business transition and succession planning, facilitating taking informed decisions to safeguard one’s financial legacy.
