About Innovating Digital Wealth Management Solutions
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Our mission is to take wealth and investing digital with our engaging and intuitive software, and to become a trusted long-term partner for firms looking to launch scalable and profitable digital and hybrid business models.
Our team brings decades of combined experience across investments, finance, and regulations. This unparalleled expertise allows us to design solutions tailored to each client’s needs.
As an independent company, our commitment is to our clients’ success above all else. We proudly build all our technology in-house to deliver a seamless, bespoke platform.
With a strong culture rooted in expertise and service, WealthObjects partners with firms to shape the future of wealth and investment management.
Why WealthObjects
See some of the things that sets us apart
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Certified for ISO 9001:2015 and ISO 27001:2022, ensuring robust quality and security standards.
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We develop our solutions in-house, providing swift training and support with full knowledge.
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Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
WealthObjects: Global Platforms
WealthObjects-Core: Wealth and Investing CRM software and Client Portal to streamline your business operations and serve your customers digitally under your own brand.
WealthObjects-Custom: Bespoke Front and Middle Office software for Wealth and Investment Management firms.
WealthObjects platform is available to firms to launch bespoke client-centric digital business models in wealth and investment management.
WealthObjects also operates other platforms in the SaaS space under the trading names AdviceObjects and Portli. Contact us if you would like to learn more about our solutions.
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