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Features & Pricing
Our core platform pricing is tailored to your firm’s needs, based on the number of users and hosting requirements. For a customised fee proposal, please get in touch with us.
The Company/Manager CRM Portal is for use by your internal staff users such as Advisers, Agents, Portfolio Managers, Investment Managers, Operations Staff, Compliance Staff, Technology and Administration Staff. You can add and remove users at anytime.
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.
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.
