End to End Platform

A single, unified platform to ensure consistency at every stage of the journey and across the back, middle and front offices, for clients, advisers, portfolio managers and internal firm users. The platform enables to serve customers from all segments, empower advisers to improve client engagement, and provide services across execution, advisory and discretionary management. The WealthObjects W-Saturn Platform manages data flows in its own proprietary database and acts as an isolated independent entity. However, the processed data can also be shared with any systems using APIs as needed. The platform can be hosted either on-premise or on-cloud based on firm’s requirements.

Flexible Modules

 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 and Superior On-boarding UI
  • Prospect client trial access
  • Fact Finds and Financial Needs Analysis
  • KYC and AML Compliance Checks
  • Risk Profiling and Audit trial records
  • GDPR compliance and Audit trial records
  • Internal Compliance Dashboard
  • Configurable Risk Questionnaires
  • Bespoke UI/UX Service Design
  • Account Opening - Bespoke workflows
  • Digital Signatures embed capability
  • Payment Gateways - Integrated to workflows
  • Omni-channel and Responsive design
  • Enhanced Security and 2FA capability
  • Order Placement Engine
  • Supports Multiple Tax Accounts
  • Single/Joint/Corporate/Other Accounts
  • Enterprise wide secure single sign-on

 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.

  • Adviser/Agent CRM & Dashboard
  • Family Multiple Goal Planning
  • Cashflows & Shortfall Planning
  • Advice Notes for Internal Compliance
  • Client Proposal & Suitability reporting
  • Review documents Generation
  • Configurable Recommendation Engines
  • Adviser-led bespoke Asset Allocation capability
  • Planning Tools & calculators
  • Insurance & Protection Planning
  • Tax Optimised Planning
  • Adviser Alerts for Efficiency
  • Consolidated View - Customer & Family
  • Net Worth Tracking - Assets & liabilities
  • Financial Needs Analysis
  • Budgeting - Income & expenditure
  • Retirement & Pensions Planning
  • Accumulation & Decumulation Products

 AIM

Allocation & 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 in-built portfolio and order management systems.

  • Investor/Customer Dashboard
  • Investment Performance Analytics
  • Goal-based Investing
  • Goal Tracking and Actions
  • Themes-based Investing
  • Risk-based and mapped Investing
  • Life-Stage/Life-Cycle/Target date Investing
  • Configurable Recommendation Engines
  • 'What-if' Portfolio/Plan Analysis
  • Asset Allocations & Optimisation
  • Model Portfolios Creation & Monitoring
  • Rebalancing & Drift Analysis
  • Market Data Integrations
  • Order Management (Bulk and Single)
  • Multiple Tax Accounts supported
  • Fee Management & Calculations
  • Capital Gains Tax and Regular Reporting
  • Customer Documents Repository

 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.

  • Firm Level Dashboard with Analytics
  • Real time Conversion MI and Analytics
  • Heat maps on Customer Journeys
  • Integrated Email Marketing & Campaigns
  • Various Channel Insights and detailed MI
  • Automated Nudges, Alerts and Notifications
  • Content Management System (CMS) for website
  • Social Media Engagement widgets
  • Engage Customers with right tools and messaging
  • Nurture Customers with pro-active tracking alerts

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.