Platform Features
Most wealth platforms are fragmented, forcing firms to manage multiple systems across CRM, planning, investing, and reporting.
WealthObjects brings everything together into one unified platform, combining CRM, financial planning, portfolio management, onboarding, compliance, client portals, and AI-powered automation.
The result is a more efficient, scalable business, with reduced operational overhead and a better client experience. Many firms find the platform pays for itself through improved productivity and lower costs.
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, Customer Success Manager
The Client/Investor Experience Platform and Mobile App is for use by your end clients and investors.
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.
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