Consistency of Advice process
Use any Investment Models
Scalable Platform for Growth
Superior Customer Experience
Your brand and Language
Nudges, Alerts and Analytics
Faster to Market
API based modern technology
Customisable Workflows
Cloud-based or On-premise
Responsive and Native Apps
CRM Inbuilt or Use your own

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.

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

Client Testimonials

Martin

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.

NGI

Nedbank

Bank AI Award

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.