An integrated, unified back end and fully customisable front end to create your unique proposition. Adaptable to serve client needs across execution, advisory, and discretionary management.
Select the services to launch or improve with fully flexible modules. From on-boarding to ongoing client interaction, WealthObjects' modular approach helps to keep the focus on your project goals.
Combine your design expertise and wealth industry experience with WealthObjects' comprehensive suite of APIs. Choose from hundreds of APIs to create your solution or add to existing services.
Firms need to differentiate themselves from the competition by offering unique, efficient digital propositions. WealthObjects provides fully integrated or modular API solutions meeting a wide variety of needs across D2C, Digital/Robo Advisory, Hybrid Advisory and Planning, Pre/At/Post Retirement, Financial Tools and Calculators, Portfolio Management, and Order Management.
Managing Partner, SynVest Asset Management
WealthObjects have been very easy to work with and have helped us to deliver a fantastic proposition to our customers. Their consultative approach, flexibility, and ability to deliver a great technology solution mean we are confident we have picked the right long-term partner for our business. As SynVest offers a range of investment products for general investing, real estate funds, pension accumulation and decumulation, Wealth Objects’ comprehensive understanding of the various product types was critical to our delivery.
NedBank - one of South Africa's largest banks - set out to create the best automated savings platform in their market to provide individuals with lifetime financial guidance and confidence about their future investment success. The project - named 'Extraordinary Life' - has been tremendously successful, gaining recognition across the EMEA Financial Services industry.
This solution has won the The Banker’s Tech Projects Award for Best Artificial Intelligence and Robotics project, and WealthObjects has been recognised as the Partner Winner for the provision of its Platform and APIs which power the 'Extraordinary Life - Digital Advice' solution. The project has also been selected as a finalist in the 2018 Gartner Eye on Innovation Award for Financial Services from the EMEA region.