Self-directed Investing

What's a Self-Directed Solution?

Self-Directed or Self-Managed or Do-It-Yourself (DIY) Investing models have been around for many years now. In these models, the customer makes his own product choices and executes the transactions entirely online. What has changed over the years is that forward-looking businesses have evolved from offering individual investments on an execution only basis to building financial solutions that would help a customer throughout his life’s financial journey.

Many investors are increasingly looking to make their investment decisions, and financial firms must take advantage of this trend with solutions that engage with and meet the consumer’s needs. We provide modern digital solutions to deliver the whole self-directed investor journey from onboarding to post-investment servicing and ongoing engagement. Examples of such self-directed D2C solutions that we can provide include Target dated investment portfolios, Risk-based model portfolios, Education solutions, Retirement solutions, Income Solutions, Thematic portfolios and many other guidance based offerings.

User Portals Provided

Client/investor Portal

PRODUCTS/portfolios Portal

Administration Portal

Key Features

CASE STUDY

See how we helped a firm launch their Self-Directed Investing solution

Project Info

One of Netherland’s growing Asset Managers set out to create the best guidance based self-directed investing platform in their market to provide everyday individuals with investing guidance and retirement products. The project has been tremendously successful, with the firm gaining AUM over the years using our solution.

Client

EMEA Asset Manager

Industry

Asset Management

Year

2017

Service

Business Model,
End-to-End Platform,
Various Integrations,
Cloud-based Deployment

For Full Details

Contact us

CEO's Testimonial

WealthObjects have been very easy to work with and have helped us to deliver a fantastic proposition to our customers. Their consultative approach, flexibility, and ability to deliver a great technology solution mean we are confident we have picked the right long-term partner for our business. As we offer a range of investment products for general investing, real estate funds, pension accumulation and decumulation, Wealth Objects’ comprehensive understanding of the various product types was critical to our delivery.

Launched Capabilities

OUR WAY

Learn about our flexible ways of delivering your solution​

Implementation Options

End-to-End fully integrated

API-based with your UI/UX

A combination of both methods

Deployment Options

On-Cloud
Private Instances

On-Premise Instances

A combination of both methods

Scalable Pricing Options

Monthly Licencing incl. Support

One-off Licencing & Annual Support

Other Combination Options

we collaborate

Let's launch your Self-Directed Investor Solution