Digital Advice (Robo) Platforms

 

Robo advice can mean many things, but one certainty is that to remain competitive, firms need to provide an online automated advice model that delivers advice in a more cost-efficient way. WealthObjects' client-centric proprietary algorithms and design experience deliver an intelligent platform, serving every customer with personalised guidance.

Advisor-led (Hybrid) Platforms

 

Firms that offer hybrid advisory models can evolve their business, attract new generations of customers, and serve them in a flexible and cost-effective manner whilst realising greater agility in their business models, technology, and product offerings. WealthObjects provides the right hybrid solutions for firms, advisors and customers alike.

D2C Platforms

 

Investors are increasingly looking to go plan their own investment journeys, and financial firms must take advantage of this trend with solutions that engage with and meet the needs of the consumer. WO provides solutions across the whole D2C journey - from on-boarding to post-investment ongoing engagement.

Retirement Platforms

 

Consumers are seeking greater pension transparency and better access to retirement planning advice. WealthObjects provides solutions that allow firms to efficiently engage with customers through the accumulation, at-retirement and decumulation phases.

Workplace Platforms

 

Automated advice gives previously unengaged employees access to financial advice, bringing an entirely new demographic of user to the market. WealthObjects gives firms the tools to help employees manage their finances - from debt to long-term retirement planning.

Order Management Systems

 

WealthObjects' OMS allows firms to automatically aggregate or manually input customer orders for routing and change, cancel or update orders as needed. The OMS supports portfolio management by translating intended Asset Allocation actions into marketable orders, reconciling once executed and displaying pending orders.

Portfolio Management Systems

 

WealthObjects' PMS is delivered as part of an integrated end-to-end solution or as standalone service. It enables portfolio managers to construct optimal portfolios, monitor with various risk measures, and execute / rebalance with seamless integration into third party administrators, brokers, and custodians.