Consistency of Advice process
Use any Investment Models
Scalable Platform for Growth
Superior Customer Experience
Your brand and Language
Supports Various Products
Faster to Market
Proprietary Algorithms and APIs
Configurable Admin Settings
Cloud-based or On-premise
Responsive and Native Apps
Nudges, Alerts and Analytics

Products

End to End Platform

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

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

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

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

  • Retail Banks  

    Retail
    Banks

  • Wealth Managers  

    Wealth
    Managers

  •   Platforms & Brokerages

    Platforms
    & Brokerages

  •  

  •   Private Banks

    Private
    banks

  •   Asset Managers

    Asset
    Managers

  •   Insurance Companies

    Insurance
    Companies