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
