End to End Platform

The one-stop solution to serve customers from mass retail to HNW, empower advisers to improve client engagement, and provide services across execution, advisory and discretionary management.
A single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users.

Flexible Modules

AIM

Automated Investing Module

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 an in-built order management system.

  • Goal-based Investing
  • Thematic Investing
  • 'What-if' Analysis
  • Optimised Allocation
  • Investment Analytics
  • Rebalancing & OMS

FPM

Financial Planning Module

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.

  • Consolidated View
  • Net Worth
  • Personal Alerts
  • Family Wealth
  • Cash Flow Planning
  • Insurances & Taxes

COM

Client On-boarding Module

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.

  • Simple On-boarding UI
  • Compliance Checks
  • Risk Questionnaires
  • Bespoke Service Design
  • Omni-channel
  • Enhanced Security

DEM

Digital Engagement Module

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.

  • Integrated Marketing
  • Channel Insights
  • Attract
  • Convert
  • Nurture
  • Engage

Custom API Package

Combine your design expertise, wealth experience and proposition vision with WealthObjects' comprehensive suite of APIs. Choose from hundreds of APIs to create your solution or add to existing services. WealthObjects API-based architecture can make implementations faster and considerably more cost-effective, and allows for straightforward integration with any third party providers.

Technology

Clients

Clients
  • Omni-channel Client Experience
  • Mobile-first Platform
  • Personalised Portal
  • Responsive Design
  • Bespoke Customer Journeys
  • Personalised Notifications

Advisors

  • Tablet-first Platform
  • For Hybrid Digital Advisor Platform
  • Includes Web and Video Chats
  • 360 Degree View of Your Client
  • Set Your Own Client Alerts

Firm Internal users

Firm Internal users
  • Administration Console
  • Customised Workflows and Settings
  • Compliance Workflows, Legal and Accounting Users
  • Portfolios Creation, Monitoring, Order Management and Accounting

Clients
Paris
Paris
Paris

In-house Core Integrations

  • Social Media Providers
  • Aggregators
  • Data Providers
  • Analytics Providers
  • Payment Providers
  • Compliance Providers

Third Party Integrations

  • Execution Systems
  • Custody Providers
  • Core Banking Systems
  • Investment Administration
  • Additional Reporting