Pricing

Please visit our SaaS product websites shown at the bottom of this page to signup for free to try our software. 

For any bespoke integrations and custom solutions, please contact us using the button above.

Key Features

Business

Enterprise

Solutions

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Coming soon*

The Company/Manager CRM Portal is for use by your internal staff users. You can add and remove users at anytime.

Key Features

SaaS

Custom

CRM Platform

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Client Management: Set up and manage all clients from one place, add unlimited clients, provide Client Portal access, manage all files, maintain custom CRM funnel/stages, segment your clients, note referral information, create next review dates, and much more to run your firm entirely digitally.

Client Onboarding: Know your client, Obtain client information, Send client agreements to e-sign, customise digital fact-find questionnaires and perform risk profiling process for each client and onboard your clients fully digitally.

Client Planning: Various inbuilt investment, insurance and cash flow planning tools and solvers to provide suitable investment and advice recommendations and plans to share with the clients.

Client Reporting: With our helpful Report builder functionality, you can use your own or our default templates to build and save reports before sharing them online through the client portal or by email.

Client Engagement: Nurture and manage all your client communication securely from one place, including all client messages, content sharing, alerts and notifications to build trust and support your clients at the right time.

Other key features: Files/Docs Management, Risk Profiling, Share Proposals and Reports, Workflows and Compliance Checklists, Task Management, Scheduling Appointments, E-Signatures, Adviser Work desk notes and storage, and many more efficiency creating features to win and serve more clients.

Unlimited File Storage & Sharing

Bulk Import Clients

Raise support tickets

Portal, Email

Portal, Email, RM

The Client Portal login is for use by your end clients and investors, external to your business. You can grant or remove access to a client at any time.

Key Features

SaaS

Custom

Customer Portal

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Dashboard

Complete KYC/Questionnaires

Complete Risk Profiling

Upload Files/Documents

Access Shared Files/Documents

Secure Messaging

E-Sign documents

View Proposals & Reports

View Invested Plan Updates

Make Net Worth Updates

Make Personal Profile Updates

Two-factor Authentication (2FA)

Client Private File Storage

Branding & Interface: Fully White-labeled

Key Features

SaaS

Custom

Branding

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Your Logo in All Portals

Your unique Web URL

Your Colour Themes in Portals

Access Portals through to your website

Security, Data Protection & Compliance

Key Features

SaaS

Custom

Security

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Two-factor authentication (2FA)

Separate database per firm

Encryption of data-in-transit

Encryption of data-at-rest

Login and Device Logs

Audit Activity Logs

Add-Ons are features that may sometimes be powered by external providers but are embedded fully into WealthObjects. No need to newly set up or hold an account with any external provider, simply activate the add-on and start using. Some add-ons may incur additional charges. Please see below or contact us for further details.

Key Features

SaaS

Custom

Add-ons

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Risk Profiling Add-on (Free): Accumulation and Decumulation questionnaires are included. A choice of 5, 7 or 10 risk profile categories for Accumulation, and a 7 risk profile category for Decumulation.

Meeting Scheduling Add-on (Free): Save time by connecting your calendar and sending a meeting booking link to clients to choose.

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.

Saas

Custom

Integrations

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Microsoft Outlook Emails

Google Workspace Emails

DocuSign E-Signatures

XodoSign E-Signatures​

Identity checks (KYC/AML)

Other Custom Integration Requests

We help firms to launch modern digital investing and saving propositions using our multi-award-winning API technology, proprietary algorithms, automation and engaging online user experience.  All the digital modular solutions require custom set up, and additional charges apply. They are set up with your own business and operational strategy and additional integrations. See some of the modular solutions below. 

Saas

Custom

Digital Solutions

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Lead generation web journeys

Self directed Investing

Digital Retirement Investing

Digital Robo Advice/Investing

Hybrid Digital Advice/Investing

Goal/Risk/Theme based Investing

Advanced Portfolio Management Tools

Order Mgt. and Transactional Capability

PRODUCT & TRADING STYLES

Our SaaS Platforms

any custom business requirements OR RFI/RFP requests?

We can help deliver the project either as a readily built SaaS solution or through APIs integrating into your existing systems.

We offer the flexibility of deploying the solution as required for enterprise customers.

Contact us with your custom business requirements.
- Clients

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