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Services

Discovery Delivery Support

As your strategic financial technology partner, we help define, design, build and launch your omnichannel proposition with expert project management, future-proof the solution through ongoing automation and innovation whilst providing exceptional customer support throughout.

Project Business Model Consulting

With considerable financial industry experience and a track record of delivering solutions on time and budget, we can provide a knowledgeable business model and product development guidance. Engaging us early on will give you an accurate assessment of how efficiently you can achieve your business goals.

Agile Technology Development

We utilise agile development methodology, including detailed discovery, consultation and implementation plans to deliver a bespoke product. We also provide continuous deployment methodology and software releases during the implementation phase and post-launch for any enhancements.

Updating Legacy Applications

We help firms update their legacy software to modern standards making it cost-effective to maintain on an ongoing basis and flexible enough to meet their current and future business aspirations. Upgrading legacy applications may include creating an API-based strategy, performance upgrades, cloud migration and many others.

Third-Party Integrations

Our solutions work seamlessly with third-party applications, integrating providers of custody, execution, market data, CRM and email marketing systems, KYC/AML, AD/LDAP and many more. Every project we have delivered so far has involved integrations and many of the complex ones.

B2C/B2B/B2B2C Distribution Strategy

Our technology can support various distribution model strategies such as B2C, B2B and B2B2C models if you wanted to offer your products and services directly to clients or through external intermediaries or by integrating into any Banking or Insurance Platform.

UX & UI Design

We work with financial institutions to develop new or improve existing proposition's digital user experience and interface, focussing on customer journeys, adviser interaction and service design through customer research and testing.

Support & Analytics

Our in-house support team will always be there to support you after the launch of your solution to provide expert guidance as and when necessary. Our solutions deliver real-time management information and performance analytics.

Engaging Multi-device Service Design

Omnichannel service delivery is critical for adviser and customer engagement. We deliver responsive web applications and IOS / Android native apps for tablet and mobile.

Innovation

We help firms become digital pioneers, future-proof their business, and continuously grow their customer base with first to market, innovative technology features. Contact us to learn more about the various ideas that you can implement to transform your business.

TAKING WEALTH DIGITAL

Start your journey towards a successful digitalisation. We will help you every step of the way.
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Financial Services CRM & Client Portals

  • Wealth Management Software
  • Investment Management Software
  • CRM and CLM for Financial Advisers
  • Financial Planning Software
  • Digital and Hybrid Advice Software
  • Investor and Client Portal Software

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WealthObjects is a B2B technology company serving the financial services sector.

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