FinTech 100
  • TAKING WEALTH DIGITAL

    Client-centric B2B2C Robo Advisory Platform

    We help Wealth, Private Banking, and Investment firms
    create or enhance their digital D2C proposition
    using our customisable automated platform
    Mobile and Tablet First Holistic Personal Platform
  • TAKING WEALTH DIGITAL

    Holistic View of Your Personal Finances

    Our customer centric modules helps firms right from
    client acquisition, onboarding, investing
    to life planning in a holistic manner
  • TAKING WEALTH DIGITAL

    API Toolkit to Quickly Launch a Bespoke Digital Wealth Proposition

    We help firms reduce costs by enabling them
    to serve their customer base digitally
    using our customisable applications
    Client-centric B2B2C Robo Advisory Platform

Modules to Launch Your Digital Proposition

AIM

Automated Investing Module

Our automated investing module (some call it robo advisory) enhances your digital wealth management capabilities by enabling investment firms like yours to customise and offer intelligent investment portfolios to suit your individual clients' needs. In today's digital world, this is the future of personal investing

PPT REQUEST AIM DEMO
Automated Investing Module
AIM
Goal-based Investing

Enable your clients to invest based on their life goals - be that retirement planning or home deposit savings

AIM
Preferences Investing

Provide your clients the option to invest based on their interests, such as impact investments

AIM
'What-if' Analysis

Clients are able to see their portfolio impact based on historical bull and bear markets

AIM
Optimised Allocation

Use the Nobel Prize winning MPT to generate optimal client portfolios that meet your allocation criteria

AIM
Investment Analytics

See real time valuation, return, risk, and other analytics during portfolio construction and monitoring

AIM
Rebalancing & OMS

Define the frequency of rebalancing based on your internal model with a built in Order Management System

Contact Us

info@wealthobjects.com

+44 20 3695 3201

WealthObjects
WeWork Spitalfields
1 Primrose Street
London EC2A 2EX

Our Office

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