Digital Financial Planning and Wealth Management Platforms
WealthObjects provides a ready-to-go digital wealth platform or modular APIs to enable firms to launch a fully customised ‘robo’ or hybrid advisory digital platform, both faster and at a fraction of the cost of traditional solutions.
Asset managers, wealth managers, retail banks, investment and securities firms and insurance companies use WealthObjects solutions to launch bespoke digital advisory and investing propositions or enhance existing offerings.
Intelligent engine for a superior digital experience
The client-centric proprietary algorithms powering our modules create an intelligent platform, serving every end customer with personalised guidance and suggestions.
Our customisable platform allows firms to choose the modules they want, creating their own investment strategy and advisory recommendation models and allowing them to better serve their customers with a unique, tailored digital experience.
Integrated platform to enable multiple user types
WealthObjects’ platform provides customised interfaces for a firm’s customers, advisers, portfolio managers, administration and technology teams with various portfolio reporting and compliance workflows to suit exact business requirements.
Modular financial planning platforms
Our platform is powered by four modules:
- Automated Investing Module: an automated advisory solution that takes into account a customer’s risk profile and goals to recommend investments and provide algorithm-driven asset allocation and portfolio rebalancing. The module includes a portfolio management tool that enables firms to build portfolios and a decision-making framework and order management system to automate the end-to-end ordering process
- Financial Planning Module: the module aggregates income and expenditure to provide end-users with a holistic view of their finances and the ability to take control of their financial future. Financial planning includes net worth, income, expenditure, cash flows, budgets, retirement, tax planning and insurance, allowing users to take a holistic view of their situation and plan for life events accordingly
- Client On-boarding Module: a simple and intuitive paperless on-boarding process that enables customers or advisers to complete client on-boarding efficiently and qualify customers in a regulatory-compliant manner. The omnichannel on-boarding module includes a custom risk-profiling questionnaire
- Digital Engagement Module: a marketing solution that enables firms to attract and engage with clients, as well as educate and nurture them, and gather feedback. The module has an Alerts Distribution Engine to provide timely alerts and personalised recommendations. This module assists with the meeting of General Data Protection Regulation (GDPR) requirements
Faster, API-based on-site or on-Cloud implementation
Our API-based architecture makes implementations faster and considerably more cost-effective. It also reduces implementation and operational costs through automation using robust next-generation technologies.
Futureproofing through innovation
WealthObjects enables firms to stay ahead of their competition with first and faster to market innovative technology features. We constantly strive to be the leader in Wealth Technology Innovation, enabling our clients to retain and grow their customer base.
Third-party integrations and mobile apps
We launch responsive web platforms and custom mobile apps, as well as integrating into firms’ existing applications.
Our platform works seamlessly with third-party applications to allow integration of capital market laws (CMAs), risk tolerance questionnaires, market data, marketing and lead generation software, know your customer / anti-money laundering (KYC/AML) etc.
WealthObjects Awards and Recognition
WealthObjects has won multiple awards, including Best Digital Investment Platform, and most Innovative FinTech from WealthBriefing.
Our client’s project has also won the Tech Project Award in the AI and Robotics category by The Banker magazine. We have been consistently named amongst the Top 100 European and UK FinTech Companies since our launch.