Generally, robo-advisory or automated wealth management is spoken of in the context of disruptive start-ups. It’s true that the likes of Wealthfront, Betterment and Nutmeg set the trend. But we’ve been keeping tabs on the big names across the pond who have successfully launched automated wealth management propositions. By digitising the wealth management space in the US, these players bring exceptional value to their well established retail clients – giving them more control of their finances and futures.
It is undoubtedly the right time to take this experience to other growth markets like the UK, Europe, Middle East, and Asia. The regional differences, such as rules around tax-efficient financial products, regulatory reporting requirements, represent the last mile challenge, and WealthOS was born ready to take this on.
Our platform provides the capacity to export unified customer experiences across the globe by tackling some key technological frictions.
- WealthOS is a cloud-native SaaS - this takes care of the infrastructure, scaling and maintenance challenges. No more costly biannual software updates
- It is a region-aware global platform. Its universal core capabilities are coupled with regional nuances to give organisations technological consistency to deliver universal CX. WealthOS knows to apply the IRA rules for the US market and SIPP rules for the U.K. market
- The platform is integrated with a marketplace of modern (and even traditional) specialist fintech software to make features end-to-end and highly automated
It is noteworthy that, unlike the US giants, firms in the UK and Europe are yet to take the plunge in developing mass-market digital wealth propositions. With the market ripe for the plucking and the investment capabilities to do so, perhaps technology was the barrier standing in their way?
WealthOS was built on the vision of accessible technology - taking wealth managers to market faster and at a fraction of the cost. We offer the perfect platform for asset managers and banks in the UK to take the plunge towards automated wealth management.
About WealthOS
WealthOS is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry.
By leveraging the latest advances in cloud-native technologies, WealthOS will offer the wealth management industry the upgraded technology infrastructure that's powering digital innovation in the financial services industry.
We plan to offer an extensive feature set coupled with pre-built integration to a market place of specialist service providers, allowing wealth managers to do more things on a single platform.
Our modular architecture allows you to use WealthOS fully to launch your entire digital value proposition, or in parts to complement an existing proposition. Our API first platform allows you to simply plug, and play.
WealthOS dramatically reduces time to market for wealth management products and features while also reducing the total cost of ownership.
