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.
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, RM
Complete Risk Profiling
Access Shared Files/Documents
View Proposals & Reports
View Invested Plan Updates
Make Net Worth Updates
Make Personal Profile Updates
Two-factor Authentication (2FA)
Client Private File Storage
Your Logo in All Portals
Your unique Web URL
Your Colour Themes in Portals
Access Portals through to your website
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.
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.
Microsoft Outlook Emails
Google Workspace Emails
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.
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
Sign up for our software solution today to revolutionise your client interactions. Enjoy streamlined processes, improved client satisfaction, and a clear view of your business.