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Experience the power of WealthObjects SaaS suite - Your ideal solution for launching any Investment and Wealth Management Customer Portal

Our software suite provides an intuitive Company/Manager CRM Portal and an engaging Client/Investor Portal, enabling you to efficiently operate your current business and launch strategic digital projects faster to market. Save valuable time and delight your clients in the digital era with our cost-effective SaaS solution.

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All-in-one Manager and Client Portals
Intuitive & engaging digital experience
Serve digitally, in person or hybrid
On-cloud or other deployment options
Able to add digital investing solutions
Ready to use the day you sign-up
Modular and secure platform technology
Grow with us at reasonable cost
Your branding and language options
Mobile Apps and Multi-device suite
Integrates with any system using APIs
Multi award winning platform

Includes an intuitive Company-Manager Platform for all types of internal staff users to run daily business tasks and to effectively meet the client demands of the digital age

Our secure multi-interface platform ensures that your clients, advisers, agents, relationship managers, investment/portfolio managers and operational staff needs are met seamlessly through dedicated portals and customisable internal workflows when serving the end client.
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Includes an engaging external facing Client-Investor Platform with a holistic view of client's documents, finances and communications

Our client-centric platform help firms right from client acquisition, onboarding, financial planning, investing to reporting and ongoing engagement in a holistic manner, giving them a full 360 degree view of their personal finances, documents, e-signatures and communications.
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Able to add more digital solutions to capture new market segments quickly

We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. We help firms stay ahead with next-generation digital business models by providing unique, engaging, and efficient digital propositions.
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Modular, API-led and Cloud-native to able to integrate and work with any solution you already use

Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster.
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We are your strategic partner to launch any custom digital investing and advisory proposition with our All-in-One platform suite, APIs and custom solutions

We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to run modern investing and wealth propositions and improve their existing operations using our platform automation, innovation and engaging user experience.
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Award-winning platform technology and APIs to launch your bespoke digital solution

Our award-winning technology and customisable modules enable many forward-thinking firms to support varied digital business models and prepare for the next era of savings and investments.
AWARDS & NEWS
OUR ADD-ON solutions

Additional Solutions that can be added to our platform

Hybrid Digital Advice Software
Robo Digital Advice Software
Digital Retirement Software
Self-Directed Investing Software
Advanced Wealth Management
Advanced Portfolio Management

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