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Platform Features and Pricing
WealthObjects platform brings together everything you need to run a modern wealth, advice or investing business. It combines CRM, financial planning, portfolio management, investing, adviser tools, client portals, onboarding, compliance, reporting and AI powered automation in one unified system.
Designed to maximise ROI and efficiency, many of our clients find that it pays for itself. Pricing is tailored to your firm’s needs, factoring in users, assets under management, geography and delivery model, as well as the modules and solutions you select.
The Company/Manager Platform is for use by your internal staff users such as Advisers, Agents, Portfolio Managers, Investment Managers, Operations Staff, Compliance Staff, Technology and Administration Staff.
Portal, Email, RM
The Client/Investor Experience Platform and Mobile App is for use by your end clients and investors.
The Client dashboard offers a comprehensive suite of features, including completing KYC and questionnaires, conducting risk profiling, uploading and accessing shared files and documents, secure messaging, e-signing documents, and viewing proposals and reports. Investors can also track invested plan updates, update their net worth and personal profile, enable two-factor authentication (2FA) for enhanced security, and seamlessly access mobile-ready portals and apps for a smooth and efficient experience.
Integrations are third party partner applications that you can connect and use alongside WealthObjects to receive additional services for your business. You will need to hold an account directly with the Integration partner provider to connect and use within WealthObjects. You may not be billed by us for any third party integrations. Some integrations may incur one-off additional charges to activate/set up, we will always let you know in advance if that is the case.
