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.
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.
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.
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.