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Features & Pricing
Our core platform pricing is customised to align with your firm's specific needs, based on the number of users, assets under management (AUM), as well as deployment requirements. Our software and solutions vary in price depending on the product, market, and solution modules. Designed to enhance revenue and reduce costs, many clients find that our offerings pay for themselves. For a tailored fee proposal, please contact us.
The Company/Manager Platform is for use by your internal staff users such as Advisers, Agents, Portfolio Managers, Investment Managers, Operations Staff, Compliance Staff, Technology and Administration Staff.
Portal, Email, RM
The Client/Investor Experience Platform is for use by your end clients and investors, external to your business.
The Client dashboard offers a comprehensive suite of features, including completing KYC and questionnaires, conducting risk profiling, uploading and accessing shared files and documents, secure messaging, e-signing documents, and viewing proposals and reports. Investors can also track invested plan updates, update their net worth and personal profile, enable two-factor authentication (2FA) for enhanced security, and seamlessly access mobile-ready portals and apps for a smooth and efficient experience.
Integrations are third party partner applications that you can connect and use alongside WealthObjects to receive additional services for your business. You will need to hold an account directly with the Integration partner provider to connect and use within WealthObjects. You will not be billed by us for any third party integrations. Some integrations may incur one-off additional charges to activate/set up, we will always let you know in advance if that is the case.
