TAKING WEALTH DIGITAL

Your strategic partner to launch digital wealth and hybrid advisory solutions

Asset and Wealth Managers, Banks, Insurance Companies, Brokerages and many others work with WealthObjects to launch fully customised omni-channel digital platforms, or to improve their existing offerings.

TAKING WEALTH DIGITAL

Customer-centric modular APIs and customisable interfaces

WealthObjects' unified back end data platform ensures that customer, adviser and internal staff needs are met seamlessly using robust integrated APIs and customised workflow-adapted interfaces.

TAKING WEALTH DIGITAL

Future proofing financial institutions with award winning technology

WealthObjects provides innovative solutions at a faster time to market, cost effectively, on-cloud or on-premise, using APIs and with superior user experience leading to increased efficiency and customer acquisition.

Superior Digital Experience

Increase Customer Acquisition

Increase Efficiency

Faster to Market

API-based Integration

Customisable Solution

Cloud-based or On-premise

Mobile First for Clients

Tablet First for Advisers

We Serve

Retail Banks
Wealth Managers
Platforms & Brokerages
Private Banks
Asset Managers
Insurance Companies

Retail
Banks
Wealth
Managers
Platforms
& Brokerages
Private
Banks
Asset
Managers
Insurance
Companies

Client Testimonials

Martin van Gooswilligen

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

NedBank 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.

Products

End to End Platform

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.

Flexible Modules

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.

Custom API Package

Combine your design and industry expertise with WealthObjects’ APIs built using proprietary algorithms. Choose from a comprehensive suite of APIs to create your solution or add to existing services.

solutions

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.