Your strategic partner to launch digital wealth and hybrid advisory solutions
We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages and many others to launch modern digital investing and saving propositions, and to improve their existing platforms using API technology, automation, innovation and engaging online experience.
Customer-centric modular APIs and customisable interfaces
Our customer-centric data platform with secure integrated APIs ensures that customers, advisers/agents, investment personnel and other staff needs are met seamlessly through tailored workflow interfaces whilst serving the end customer.
Products
End to End Platform
An integrated, unified back end and fully customisable front end to create your unique proposition. Adaptable to serve needs across execution, advisory, and discretionary management.
Flexible Modules
Select the services to launch or improve with fully flexible modules. From on-boarding to ongoing client interaction, our modular approach helps to keep the focus on your project goals.
Custom API Package
Combine your design and industry expertise with our APIs built using proprietary algorithms. Choose from a comprehensive suite of APIs to create your solution or add to existing services.
solutions
To stay ahead firms need to actively plan for digital business models and launch unique, engaging, and efficient digital propositions. WealthObjects provides fully integrated or modular API solutions meeting a wide variety of digital business model needs across D2C, Digital/Robo Advisory, Hybrid Advisory and Planning, Pre/At/Post Retirement, Financial Tools and Calculators, Portfolio Management, and Order Management.
Introduction Video
We Serve
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Retail
Banks -
Wealth
Managers -
Platforms
& Brokerages 
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Private
banks -
Asset
Managers -
Insurance
Companies