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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.
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 Portfolios: Visualise beautifully all the investment and insurance portfolios with various allocation sections as they are updated regularly. Share them with your clients at a click of a button.
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 Client Servicing features: Files/Docs Management, Risk Profiling, Share Proposals and Reports, Workflows and Compliance Checklists, Task Management, Scheduling Appointments, E-Signatures, User 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
Custom features and dashboards
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.
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
Custom features and dashboards
Your Logo in All Portals
Your unique Web URL
Your Colour Themes in Portals
Access Portals through your domain
Integrate our APIs directly into your App
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.
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.
Risk Profiling Custom questionnaires
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
DocuSign E-Signatures
Identity checks (KYC/AML)
Other Custom Integration Requests
We help firms to launch modern regulated digital investing and compliant 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 integrations to chosen custody and trading platform providers, and additional charges will apply. They are set up based on chosen business and operational strategy with chosen partners. See some of the digital modular solutions that we can deliver below. Please ask if you have any questions as the terminology we use may differ from what you use for your business.
Client Acquisition Digital Journeys
Self-directed Investing
Adviser/Agent/Intermediary-led Investing
Hybrid Digital Advice/Investing
Digital Retirement Investing
Digital Robo Advice/Investing
Goal/Risk/Theme based Investing
Portfolio Management & Rebalancing Tools
Order Mgt. and Transactional Capability
Try our software solution to revolutionise your client interactions. Enjoy streamlined processes, improved client satisfaction, and a clear view of your business.