TAKING WEALTH DIGITAL

Our goal is to be the Trusted Financial Services Technology Provider

Our client-centric technology architecture, algorithms powering the modules, and flexible API driven product design makes implementations faster to launch customised business models and interfaces.

Scalable and Secure
API based Product Design
Proprietary Algorithms
Cloud-based or On-premise
Faster Implementation Times
Robust and Established Technologies
Layered Architecture
Customisable Module Features
  
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  • Omni-channel Client Experience
  • Mobile-first Platform
  • Personalised Portal
  • Responsive Design
  • Bespoke Customer Journeys
  • Personalised Notifications

Clients

  • Tablet-first Platform
  • For Hybrid Digital Advisor Platform
  • Includes Web and Video Chats
  • 360 Degree View of Your Client
  • Set Your Own Client Alerts

Advisors

  • Administration Console
  • Customised Workflows and Settings
  • Compliance Workflows, Legal and Accounting Users
  • Portfolios Creation, Monitoring, Order Management and Accounting

Firm Internal Users

  • Mobile-first Platform
  • Omni-channel Client Experience
  • Personalised Portal
  • Responsive Design
  • Bespoke Customer Journeys
  • Personalised Notifications

Clients

  • Tablet-first Platform
  • For Hybrid Digital Advisor Platform
  • Includes Web and Video Chats
  • 360 Degree View of Your Client
  • Set Your Own Client Alerts

Advisors

  • Administration Console
  • Customised Workflows and Settings
  • Compliance Workflows, Legal and Accounting Users
  • Portfolios Creations, Monitoring, Order Management and Accounting

Firm Internal Users

  • Omni-channel Client Experience
  • Mobile-first Platform
  • Personalised Portal
  • Responsive Design
  • Bespoke Customer Journeys
  • Personalised Notifications

Clients

  • Tablet-first Platform
  • For Hybrid Digital Advisor Platform
  • Includes Web and Video Chats
  • 360 Degree View of Your Client
  • Set Your Own Client Alerts

Advisors

  • Administration Console
  • Customised Workflows and Settings
  • Compliance Workflows, Legal and Accounting Users
  • Portfolios Creations, Monitoring, Order Management and Accounting

Firm Internal Users

  • Execution Systems
  • Custody Providers
  • Core Banking Systems
  • Investment Administration
  • Additional Reporting

Back Office & Core Integrations

  • Social Media Providers
  • Aggregators
  • Data Providers
  • Analytics Providers
  • Payment Providers
  • Compliance Providers

Other Integrations

Partners

We are actively looking to partner with various back office and core banking platform providers
to launch robo advisory and personal finance propositions.


We are always open to ideas from firms who have complementary capabilities to our platform.

If you believe in what we do and would like to initiate a partnership proposal, please write to us at
partners@wealthobjects.com



*We do not have any exclusive partnerships in any geography. If ever in doubt, please feel free to contact us directly.

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