Our simple and intuitive paperless on-boarding solutions enable firms to identify and qualify prospective clients faster and in a regulatory compliant manner. Workflows across KYC/AML and risk profiling are automated to create a smooth, streamlined client experience.
Plan your clients' personal financial life journey with WealthObjects' automated simplified advice solutions. Keep track of wealth, cash flows and finances. View multiple accounts and asset / liability types and provide clients with a holistic wealth solution to meet their varied needs.
Fully flexible robo or hybrid solutions, enabling firms to offer investment portfolios to suit client needs. Created to align with your investment philosophy, allowing for stochastic or deterministic models, goal or risk-based investing, 'what-if' analysis, rebalancing, analytics and in-built portfolio and order management systems.
Build your brand in a compliant manner, and gain actionable insights into your digital marketing campaigns using our digital engagement solution. Increase client acquisition and retention by gaining insights, creating targeted marketing campaigns, and enhancing client-centric communication.