Bringing it all together.

What is Connect?
WealthXcel Connect is a seamless series of client-facing modules that can be joined together to create best in class wealth journeys. Fully digital or blended for a hybrid approach to fit your company's needs.

Shaped around you.

Modular apps for wealth management.
Pick and choose 'Connect' modules to create the perfect digital proposition for your clients.

Digital onboarding
A secure scalable system to collect, check and verify customer information digitally.

Secure account creation
Out the box workflows to setup various account types dependent on mandate.

Product selection and suitability
Intuitive attitude to risk questionnaire and product suitability checker.

Client portal
Secure multi-device applications for clients to view and action changes to their account.

Account management
Out the box workflows to setup various account types dependent on mandate.

Investment management
Automated portfolio suitability monitoring, rebalancing and optimisation.