Tiller Technologies
HQ Address
5 St Andrews Place, Charing Cross, St Helier, Jersey, JE2 3RP
Website Address
Business introduction
Developing solutions to tackle the toughest challenges facing wealth management
We are a wealth management technology business. We build technology that powers the wealth management industry, helping our partners serve their customers better. Our technology platform, WealthXcel, brings together a suite of services to improve customer engagement, internal efficiency and reduce regulatory burden. The apps we are building are designed to help scale financial services businesses.
We are a team of product enthusiasts, software engineers, compliance professionals and entrepreneurs with deep wealth management experience and a passion for helping clients.
Tiller Technologies Solutions
WealthXcel Connect
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......
business needs
view solutionWealthXcel Construct
Manage portfolios better. What is WealthXcel Construct? WealthXcel Construct is suite of portfolio management tools specifically designed to automatically monitor, adjust and model investment portfolios, whilst maintaining risk suitability against a set of constraints (model, client mandate or benchmark). Construct lets you automate the monitoring of portfolio suitability for drift and facilitates the......
business needs
view solutionWealthXcel Onboard
Challenges today of onboarding Onboarding is a complex process to identify and verify potential customers. Done wrong, it is a frustrating, time consuming and messy process – which causes friction between you and the client. Traditionally, verifying people’s identity has been a mix of processes – blending paper, face-to-face and computer-based data......
