Digital-Advice-Robo-Platform

Digital Advice (Robo) Platform

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.

Advicer-Hybrid-Platform

Adviser-led (Hybrid) Platform

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, advisers and customers alike.

Retirement-Platform

Retirement Platform

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.

D2C-Platform

D2C Platform

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.

Planning-Tools-Calculators-Platform

Planning Tools & Calculators

WealthObjects' provides firms with various financial planning tools and calculators that can be consumed in a readymade manner or can be customised to meet the firm's specific needs. These tools are seen as critical for Customer and Adviser interactions leading to better advice conversations and outcomes.

Order-Management-System

Order Management System

WealthObjects' OMS allows firms to manage single entry orders or automatically aggregate multiple orders for placing or updating as needed. The OMS with rebalancing capability supports portfolio management by translating intended asset allocation actions into marketable orders, reconciling once executed, and displaying pending orders.

Portfolio-Management-System

Portfolio Management System

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.

Workplace-Platform

Workplace Platform

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