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Custom Investment Reporting Software for Digital Transformation
Powering Exceptional
Wealth Experiences
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.
The Platform of Choice for Forward-Thinking Financial Institutions
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.
Flexible Investment Reporting Software Modules for Digital Transformation
Onboarding
Accelerate client acquisition digitally. Deliver a frictionless onboarding experience from start to finish. Our intuitive digital workflows streamline everything including e-signatures, automated KYC/AML, dynamic fact-finding, and smart risk profiling. Help your teams onboard clients faster, more compliantly, and entirely paper-free.
Planning
Advanced financial planning made simple. Empower your advisers with a holistic planning engine that covers wealth, cash flow, insurance, and goal-based planning. Whether you're delivering investment recommendations or generating suitability reports, our solvers and scenario models adapt to your firm’s strategy and each client’s unique goals.
Investing
Personalised portfolios with seamless execution. Power your discretionary, advisory, or hybrid propositions with a flexible investment engine. Construct, monitor, and rebalance goal-based, risk-based, or thematic portfolios. Integrated order management workflows allow you to execute and reconcile trades, monitor risk metrics, and manage model drift automatically or with adviser oversight.
Reporting
Transform data into engaging reports. Our dynamic Report Builder turns complex investment data into clear, compelling client communications. Customise templates with your brand, deliver via secure portal or email, and ensure clients receive the insights they need in the format they prefer.
Engaging
Digital touch points that drive loyalty. Stay connected beyond the quarterly meeting. Build stronger client relationships through consistent, meaningful touchpoints. Centralise all client communications-messages, content sharing, alerts, and notifications to deliver timely support that builds trust and strengthens retention.
CRM & Beyond
Your command centre for scalable digital business models. Go beyond generic CRM with a complete financial services operational suite. Manage leads, segment clients, track referrals, schedule meetings, and stay compliant all in one advisor desktop. Includes task management, compliance workflows, document vaults, and e-signature integration so your team can serve more clients while maintaining exceptional service quality.
WealthObjects Vs Other Digital Investment Platforms
Custom Financial Planning Software for Digital Transformation
Holistic Wealth Management & Advice
A comprehensive digital wealth management platform that empowers advisers and firms with CRM, automation, superior client engagement, and seamless remote interactions.
Self-Directed Investing
A simple digital solution for self-directed investing, guiding investors through their entire financial journey—from portfolio selection to post-investment servicing.
Hybrid Digital Advice
A seamless hybrid digital advice platform that combines automated financial planning with human expertise, offering personalised investment solutions tailored to client needs.
Digital Retirement
A comprehensive digital retirement planning solution that provides tailored, tax-optimised investment recommendations across all retirement phases—accumulation, at-retirement, and decumulation.
Digital Advice
An easy-to-use, fully automated advice solution that delivers personalised investment recommendations, helping clients achieve their financial goals with no human interaction.
Holistic Wealth Management & Advice
A comprehensive digital wealth management platform that empowers advisers and firms with CRM, automation, superior client engagement, and seamless remote interactions.
Self-Directed Investing
A simple digital solution for self-directed investing, guiding investors through their entire financial journey—from portfolio selection to post-investment servicing.
Hybrid Digital Advice
A seamless hybrid digital advice platform that combines automated financial planning with human expertise, offering personalised investment solutions tailored to client needs.
Digital Retirement
A comprehensive digital retirement planning solution that provides tailored, tax-optimised investment recommendations across all retirement phases—accumulation, at-retirement, and decumulation.
Pricing Built for Value, Transparency, and ROI
No bundled confusion. No hidden costs. Customise your solution by selecting the modules, features, and markets that matter most to your business. Whether you're scaling advice, onboarding, or planning and investing journeys, connect with us for a tailored quote with clear ROI every step of the way.
