WealthObjects
HQ Address
32, Threadneedle Street, London E2R 8FA, United Kingdom
Website Address
Business introduction
The smarter way to launch or enhance your digital wealth solution
Financial institutions use WealthObjects' platforms & APIs to launch fully automated / hybrid digital solutions or to improve their existing offerings
WealthObjects provides custom APIs, flexible modules and fully customised end to end platforms to financial firms looking to launch propositions or to improve the online experience of their customers and / or advisers.
The flexibility of our solutions ensures that we can meet the needs of any use-case, and our considerable in-house industry experience and track record of delivering solutions on time and on budget, mean firms also choose WealthObjects to design their omnichannel propositions and front-ends, future-proof solutions through ongoing innovation, and provide first class project management and customer support.
From mass retail to HNW; D2C to Robo to adviser-led hybrid; full solution launch to addressing a single pain point, WealthObjects delivers solutions that differentiate our clients and enable them to better engage, and attract new customers.
WealthObjects was established in 2014 and has its headquarters in the UK, with additional offices in Hyderabad and Mumbai. We are proud to be fully-owned by our employees, and to build all of our innovative products in-house.
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
- Client Engagement & Management
- Digital Platforms & Tools
- Digital (Robo) Investing
- Portfolio & Wealth Management Systems
- Proposition Design, Development & Delivery
Portfolio 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....
