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AI-Powered Modular Wealth Platform
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Lead your market.
Our platform brings together CRM, onboarding, KYC/AML checks, e-signs, financial planning, investment reporting and a branded client experience portals in one place.
This reduces manual work, improves consistency and helps advisers spend more time with clients and less time on administration.
Firms use WealthObjects to support digital, in person and hybrid advice journeys that appeal to both existing and next generation clients. Our modular, API driven platform can be deployed as a full solution or integrated alongside existing systems.
We support risk based model portfolios, retirement and savings solutions and other discretionary or advisory propositions, from onboarding and suitability through to execution and reporting.
Our technology helps managers launch new propositions quickly, reduce operational friction and create more engaging experiences for distributors and end investors. This allows firms to reach new segments while staying in control of their investment process and brand.
Our modular, API driven platform can be deployed as a full solution or integrated alongside existing systems.
Our modular, API driven platform can be deployed as a full solution or integrated alongside existing systems to upgrade client and adviser experiences.
Typical use cases include new digital retirement journeys, cashflow planning, investment planning, self directed investing, adviser enablement tools and unified front office CRM and client portals.
Organisations choose WealthObjects when they want a flexible partner who can support multiple business models on one platform.
Modular and Unified Platform
Where digital ambition becomes reality
Transforming Wealth, Investments and Insurance
At WealthObjects, we empower wealth and investment management firms to thrive in the digital age. With a deep understanding of the industry, we craft intuitive software solutions that drive growth and efficiency. Our expertise spans investments, finance, and regulations, ensuring tailored support for each client's unique needs.
As an independent, in-house technology builder, we prioritize our clients' success above all else. This commitment enables us to forge lasting partnerships and shape the future of wealth management together.
Become the digital leader
your clients expect.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2022, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
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