WealthObjects
HQ Address
150 Minories, London, EC3N 1LS, United Kingdom
Website Address
Business introduction
Modern Front and Middle Office Platform Software to Launch Digital and Hybrid Digital Business Models in Wealth and Investment Management
Our white-labelled SaaS Platform provides an intuitive Company-Manager Portal and an engaging Client-Investor Portal, enabling you to operate your client lifecycle management and entire business model efficiently and to deliver superior client experience in this digital age
WealthObjects was founded in London in 2015 with the goal of transforming how wealth and investment management firms leverage technology to grow and operate efficiently.
Our mission is to take wealth and investing digital with our engaging and intuitive software, and to become a trusted long-term partner for firms looking to launch scalable and profitable digital business models.
Our team brings decades of combined experience across investments, finance, and regulations. This unparalleled expertise allows us to design solutions tailored to each client’s needs.
As an independent, employee-owned company, our commitment is to our clients’ success above all else. We proudly build all our technology in-house to deliver a seamless, bespoke platform.
With a strong culture rooted in expertise and service, WealthObjects partners with firms to shape the future of wealth and investment management.
WealthObjects Solutions
Adviser/Agent (Hybrid Digital) Platform
Hybrid Advice is a semi-automated financial planning and investing solution that considers clients’ circumstances and offers suitable recommendations to achieve financial goals digitally and through human adviser interaction. This solution provides firms with the ability to deal with personalised client scenarios through appropriate level of human interaction and support. Hybrid Advice......
business needs
view solutionCore Relationship Manager CRM & Client Portal Apps
Holistic Wealth Management/Advisory business model is one where Advisers serve customers taking into account their entire financial and personal circumstances. Here we are talking about reinventing the old high touch business model for the digital age through superior client portal digital experience and automation of many Adviser tasks, such as......
business needs
- Business Intelligence & Practice Management
- Client Communications & Reporting
- Client Engagement & Management
D2C Customer Platform
WO provides solutions across the whole D2C journey - from on-boarding to post-investment ongoing engagement....
business needs
view solutionDigital Advice (Robo) Platform
Robo-Adviser is an automated investing or financial planning solution that considers clients’ circumstances and delivers suitable and appropriate recommendations to achieve their financial goals entirely digitally without any human interaction. Robo Advice is typically powered by a centralised investment proposition (CIP) strategy and implemented with multiple strategies (Model Portfolios, DFMs,......
business needs
view solutionDirect Investing Module
Self-Directed, Self-Managed, Do-It-Yourself (DIY) or Non-advised Investing models have been around for many years now. In these models, the customer makes his own product choices and executes the transactions entirely online. What has changed over the years is that forward-looking businesses have evolved from offering individual investments on an execution......
business needs
view solutionEnd To End WealthObjects Platform
WealthObjects provides a single, unified platform to ensure consistency at every stage of the journey and across back, middle and front offices, for clients, advisors, portfolio managers and internal firm users. The fully flexible and customizable platform can be broadly divided into the following elements: Client onboarding Financial planning Automated investing Digital engagement Order management Portfolio management ...
business needs
view solutionPortfolio Management (PMS) and Order Management Systems (OMS)
Enables portfolio managers to construct optimal portfolios, monitor with various risk measures, and execute / rebalance with seamless broker/TPA integrations....
business needs
view solutionRetirement Accumulation and Decumulation Platform
WealthObjects provides solutions that allow firms to efficiently engage with customers through the accumulation, at-retirement and decumulation phases....
