All plans are billed monthly. Minimum term is one year.
Unlimited Client/Investor Portal Users
5 Company/Manager Portal Users
Add Company user @$89/mo
Turnkey. Ready to use immediately
*Taxes may apply, billed monthly
Unlimited Client/Investor Portal Users
Custom Company/Manager Portal Users
Customise entire platform
Requires planning to launch
*Local currency pricing
The Company/Manager Portal is for use by your internal staff users. You can add and remove users at anytime. Please contact us for more details.
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
The Client/Investor Portal website is different to the Company/Manager Portal website. This is for use by your end customers. This will be on a different domain URL and with a different login page to the Company/Manager platform.
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 own unique sub-domain portals (websites)
Your Colour Themes in Platforms
Integrate Portal logins to your existing website
Launch as a new app under your own domain
Multi factor authentication
Separate database per firm
Encryption of data-in-transit
Encryption of data-at-rest
Login and Device Logs
Audit Activity Logs
BCP & DR process
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.
Digital (Electronic) Signatures
Identity checks (KYC/AML)
Payment Gateway Providers
Enterprise Single Sign-on option
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
Lead generation Add-on
Advanced Lead Generation Add-on
Video Calls Add-on
Advised Platform holdings Add-on
You can use our standard bulk import wizard, which we will walk you through the process step-by-step and offer you options to import. If you are a large firm and need a more personalised hand-holding service, we can accommodate that too for an additional cost. Most small and medium-sized firms can utilise our bulk import feature and will not need to incur any additional charges.
WealthObjects is an all-in-one solution and the answer to many industry problems, mainly rekeying data in multiple software. However, if you have a particular provider that you would like us to work with, please do not hesitate to reach out to us.
The date you sign up and pay for a subscription plan will be the start date of your contract. For example: If your start date is on the 10th day of a month, we will invoice you on a pro-rata basis till the end of that month on the first invoice and collect payment immediately.
The billing date is typically the the first of each month. On the first of each month, we will invoice and take payment for the subscription for that month in advance, and any previous month’s usage costs relating to additional users and add-ons in arrears.
If you have any other questions which are not addressed above, please write to us, and we will get back to you soon.