FinTech 100
  • TAKING WEALTH DIGITAL

    B2B2C Digital Wealth Management Engine

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

    Client-centric B2B2C Robo Advisory Platform and more

    We help Banks, Brokerages, Wealth and Investment firms
    launch their own robo advisory platform
    at a faster time to market
    Mobile and Tablet First Holistic Personal Platform
  • TAKING WEALTH DIGITAL

    API Toolkit to Quickly Launch a Bespoke Digital Wealth Proposition

    We help firms reduce technology and operational costs by
    enabling them to serve their customers digitally using
    our ready made applications
    Client-centric B2B2C Robo Advisory Platform
  • TAKING WEALTH DIGITAL

    Holistic View of Personal Finances

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

Superior Digital Experience
Increase Customer Acquisition
Improved Communication
Faster to Market
API-based Integration
Customisable Solution
Cloud-based or On-premise
Mobile First for Clients
Tablet First for Advisors

Contact Us

info@wealthobjects.com

+44 20 3695 3201

WealthObjects
WeWork Spitalfields
1 Primrose Street
London EC2A 2EX

Our Office

Contact Us

{{Emessage}}