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Accelerate your wealth, advice or investing platform launch
We provide integrated CRM, financial advice, and self-directed investing modules, together with adviser tools and seamless account opening. This enables you to serve more clients, streamline processes, and deliver delightful digital experiences.
By choosing our ready-integrated modules and solutions instead of building from scratch, you can bring new propositions to market more quickly and at a fraction of the cost. Our platform scales with your ambitions, reduces onboarding friction, and helps retain customers through deeper engagement, empowering you to build a vertically integrated business model that stands out.
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Modular & Integrated Platform
Our secure Manager and Intermediary platform ensures that your advisers, agents, relationship managers, investment/portfolio managers, compliance and operational staff needs are met seamlessly through dedicated portals and customisable internal workflows when serving the end client.
Our client-centric portal help firms right from client acquisition, onboarding, financial planning, investing to reporting and ongoing engagement in a holistic manner, giving them a full 360 degree view of their personal finances, secure messaging, documents, e-signatures and communications.
We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others in financial services to run modern investing and wealth propositions and improve their existing operations using our platform automation, innovation and engaging user experience.
Our award-winning technology and customisable modules enable many forward-thinking firms to support varied digital business models and prepare for the next era of savings and investments.
Powering Exceptional
Digital Experiences
Transforming Wealth, Investments and Insurance
At WealthObjects, we empower wealth and investment management firms to thrive in the digital age. With a deep understanding of the industry, we craft intuitive software solutions that drive growth and efficiency. Our expertise spans investments, finance, and regulations, ensuring tailored support for each client's unique needs.
As an independent, in-house technology builder, we prioritize our clients' success above all else. This commitment enables us to forge lasting partnerships and shape the future of wealth management together.
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Whether you operate a fully digital, hybrid, or relationship manager based business model, our flexible Manager Platform and Investor Experience Platform enables organisations to centrally manage onboarding, financial needs analysis, risk profiling, goals and cashflow planning, house-view investment portfolios, performance reporting, monitoring and ongoing reviews - all within a unified digital ecosystem that eliminates data re-keying and system fragmentation.Our front office platform technology can be deployed as individual modules or as a fully integrated solution to meet your specific business needs.
Whether you choose select modules or the complete solution, our platform integrates with your existing or any external systems to deliver seamless, end-to-end journeys for both relationship managers and your clients across any business model.
The Platform of Choice for Forward-Thinking Financial Institutions
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2022, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
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