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End To End WealthObjects Platform

HQ Location

London, United Kingdom

Website Address

www.wealthobjects.com

Connect with WealthObjects
Solution introduction

The one-stop solution to serve customers from mass retail to HNW, empower advisers to improve client engagement, and provide services across execution, advisory and discretionary management

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

WealthObjects: On the firm's supporting service offering for clients

Digital Platforms & Tools, Portfolio & Wealth Management Systems

07/02/2019

WealthObjects: On the firm's solution development roadmap

Digital Platforms & Tools, Portfolio & Wealth Management Systems

25/01/2019

WealthObjects: An introduction to the solution offering

Digital Platforms & Tools, Portfolio & Wealth Management Systems

09/01/2019

WealthObjects: An introduction to the business

Digital Platforms & Tools, Portfolio & Wealth Management Systems

13/12/2018

Working with WealthObjects

Digital Platforms & Tools, Proposition Design, Development & Delivery

19/03/2019

Features

Client on-boarding module
Our simple and intuitive paperless on-boarding solutions enable firms to identify and qualify prospective clients faster and in a regulatory compliant manner. Workflows across KYC/AML and risk profiling are automated to create a smooth, streamlined client experience.

Financial planning module
Plan your clients' personal financial life journey with WealthObjects' automated simplified advice solutions. Keep track of wealth, cash flows and finances. View multiple accounts and asset / liability types and provide clients with a holistic wealth solution to meet their varied needs.

Automated investing module
Fully flexible robo or hybrid solutions, enabling firms to offer investment portfolios to suit client needs. Created to align with your investment philosophy, allowing for stochastic or deterministic models, goal or risk-based investing, 'what-if' analysis, rebalancing, analytics and an in-built order management system.

Digital engagement module
Build your brand in a compliant manner, and gain actionable insights into your digital marketing campaigns using our digital engagement solution. Increase client acquisition and retention by gaining insights, creating targeted marketing campaigns, and enhancing client-centric communication.

Order management system
WealthObjects' OMS allows firms to automatically aggregate or manually input customer orders for routing and change, cancel or update orders as needed. The OMS supports portfolio management by translating intended Asset Allocation actions into marketable orders, reconciling once executed and displaying pending orders.

Portfolio management system
WealthObjects' PMS is delivered as part of an integrated end-to-end solution or as standalone service. It enables portfolio managers to construct optimal portfolios, monitor with various risk measures, and execute / rebalance with seamless integration into third party administrators, brokers, and custodians.

Benefits

The client-centric proprietary algorithms powering our solutions create an intelligent platform, serving every end customer with personalised guidance and suggestions. The fully customisable platform allows firms to create their own unique proposition, creating their investment strategy and advisory recommendation models and allowing them to better serve their customers with a differentiated, tailored digital experience.

Partners

WealthObjects is a third party provider-agnostic firm, with considerable experience of working with partners in areas such as Custody, CRM, KYC/AML,Market Data and Payment Gateways. 

Key Data

Year launched
2015
PRICING
  • Licence
  • Subscription (SaaS)
WEALTH MANAGEMENT CLIENTS
6-10
Implementation Methods
  • Download
  • Hosted (public cloud)
  • Hosted (private cloud)
  • On-premise
  • On-premise or hosted
  • Website access
Type of Clients
  • Broker-Dealer
  • Digital wealth manager
  • External Asset Manager
  • Financial planner
  • Independent Financial Advisor
  • Investment fund manager
  • Private Client Investment Manager
  • Registered Investment Advisor
  • Retail bank wealth manager
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence

End To End WealthObjects Platform

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