WealthObjects

HQ Address

32, Threadneedle Street, London E2R 8FA, United Kingdom

Website Address

www.wealthobjects.com

Connect with WealthObjects
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

WealthObjects provides the right hybrid solutions for firms, advisors and customers alike....

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D2C Customer Platform

WO provides solutions across the whole D2C journey - from on-boarding to post-investment ongoing engagement....

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Digital Advice (Robo) Platform

WealthObjects' client-centric proprietary algorithms and design experience deliver an intelligent platform, serving every customer with personalised guidance....

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End 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 ...

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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....

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Retirement Accumulation and Decumulation Platform

WealthObjects provides solutions that allow firms to efficiently engage with customers through the accumulation, at-retirement and decumulation phases....

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