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Unified Wealth.
AI-Powered.
Future-Ready.
We partner with companies of every size, from owner-led practices to organisations managing billions in AUM. Launch faster, cut costs and deliver personalised digital experiences that scale with your ambitions and keep clients engaged.
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Modular & Integrated AI Platform
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 run a digital, hybrid or relationship-led model, our Manager Platform and Investor Experience Platform give you everything in one place. From onboarding and financial planning to risk profiling, portfolios, reporting and reviews, it all runs within a unified ecosystem that removes duplication and system silos.
Deploy it as individual modules or a fully integrated solution, seamlessly connecting with your existing systems to deliver smooth, end-to-end journeys for both advisers and clients.
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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