# WealthObjects > A London‑based provider of modular digital wealth and investment management technology. Founded in 2015, it offers integrated platforms, modules and AI services for financial institutions. This file describes the firm’s platform, modules, solutions, and AI services. ## Company Overview - [About WealthObjects](https://www.wealthobjects.com/about): Founded in London in 2015, WealthObjects builds in‑house digital and AI technology for wealth and investment management firms. Its mission is to provide intuitive software that helps institutions launch scalable digital and hybrid business modelshttps://www.wealthobjects.com/about#:~:text=WealthObjects%20was%20founded%20in%20London,to%20grow%20and%20operate%20efficiently. - [Certifications & Approach](https://www.wealthobjects.com/about): The company is ISO 9001 and ISO 27001 certified, develops technology in‑house, offers flexible SaaS, API, cloud or on‑premise deployment, and supports long‑term client partnershipshttps://www.wealthobjects.com/#:~:text=The%20Platform%20of%20Choice%20for,Thinking%20Financial%20Institutions. - [Global platforms](https://www.wealthobjects.com/about): WealthObjects‑Core provides wealth CRM and client portals; WealthObjects‑Custom delivers bespoke front‑ and middle‑office software for wealth management firmshttps://www.wealthobjects.com/about#:~:text=WealthObjects,digitally%20under%20your%20own%20brand. They also operate AdviceObjects for UK financial planning firmshttps://www.wealthobjects.com/about#:~:text=WealthObjects%20also%20operates%20other%20platforms,to%20learn%20more%20about%20us. ## Platform & Modules > WealthObjects supplies modular components that financial institutions can combine into a complete platform or use separately. - [Onboarding module](https://www.wealthobjects.com/modules#onboarding): Provides digital onboarding with e‑signatures, automated KYC/AML checks, dynamic fact‑finding and risk profilinghttps://www.wealthobjects.com/modules#:~:text=Onboarding. It accelerates client acquisition and supports paper‑free workflows. - [Planning module](https://www.wealthobjects.com/modules#planning): Delivers advanced financial planning covering wealth, cash‑flow, insurance and goal‑based planning. Solvers and scenario models adapt to a firm’s investment strategy and each client’s goalshttps://www.wealthobjects.com/modules#:~:text=Planning. - [Investing module](https://www.wealthobjects.com/modules#investing): Offers a flexible investment engine for discretionary, advisory or hybrid propositions. Users can construct, monitor and rebalance goal‑based, risk‑based or thematic portfolios, with integrated order management workflows for trade execution and reconciliationhttps://www.wealthobjects.com/modules#:~:text=Investing. - [Reporting module](https://www.wealthobjects.com/modules#reporting): Provides a dynamic report builder that converts investment data into client communications. Templates can be branded and delivered via secure portal or emailhttps://www.wealthobjects.com/modules#:~:text=Reporting. - [Engagement module](https://www.wealthobjects.com/modules#engaging): Centralises client communications, including messages, content sharing, alerts and notifications. It enables ongoing digital touchpoints to build loyalty and strengthen client retentionhttps://www.wealthobjects.com/modules#:~:text=Engaging. - [CRM & Beyond module](https://www.wealthobjects.com/modules#crm): Serves as a command centre for scalable digital business models. It manages leads, client segmentation, referrals, meetings and compliance workflows and integrates document vaults and e‑signatures to help advisers serve more clientshttps://www.wealthobjects.com/modules#:~:text=CRM%20%26%20Beyond. ## Solutions > Pre‑configured solutions combine modules to address specific business models in wealth and investment management. Each solution includes portals for clients, advisers, product administration and operations. - [Holistic Wealth Management & Advice](https://www.wealthobjects.com/solution/holistic-wealth-management): Designed for wealth advisory and investment firms or product providers that distribute through advisers. It reinvents the high‑touch advisory model for the digital age by providing a client portal and automation for tasks like onboarding, advice report generation and portfolio monitoringhttps://www.wealthobjects.com/solution/holistic-wealth-management#:~:text=Holistic%20Wealth%20Management%2FAdvisory%20business%20model,as%20a%20sales%20enablement%20tool. Advisers gain flexible practice‑management tools, while clients enjoy omnichannel digital engagement. Portals include client/investor, adviser, products & portfolios and administrationhttps://www.wealthobjects.com/solution/holistic-wealth-management#:~:text=User%20Portals%20Provided. - [Self‑Directed Investing](https://www.wealthobjects.com/solution/self-directed-investing): A digital solution for do‑it‑yourself investing. It covers the entire investor journey from onboarding through portfolio selection to post‑investment servicinghttps://www.wealthobjects.com/solution/self-directed-investing#:~:text=Self,throughout%20his%20life%E2%80%99s%20financial%20journey. It can offer target‑dated portfolios, risk‑based model portfolios, educational and retirement solutions and thematic portfolioshttps://www.wealthobjects.com/solution/self-directed-investing#:~:text=Many%20investors%20are%20increasingly%20looking,many%20other%20guidance%20based%20offerings. Portals include client/investor, products & portfolios and administrationhttps://www.wealthobjects.com/solution/self-directed-investing#:~:text=User%20Portals%20Provided. - [Hybrid Digital Advice](https://www.wealthobjects.com/solution/hybrid-digital-advice): A semi‑automated platform that combines automated financial planning with human adviser interaction. It uses a centralised investment proposition and allows advisers to deviate and create bespoke portfolios when neededhttps://www.wealthobjects.com/solution/hybrid-digital-advice#:~:text=Hybrid%20Advice%20is%20a%20semi,of%20human%20interaction%20and%20support. It enables firms to serve more clients flexibly and cost‑effectively while improving adviser productivityhttps://www.wealthobjects.com/solution/hybrid-digital-advice#:~:text=Through%20hybrid%20advisory%2C%20firms%20can,serving%20a%20broader%20customer%20base. Portals include client/investor, adviser, products & portfolios and administrationhttps://www.wealthobjects.com/solution/hybrid-digital-advice#:~:text=User%20Portals%20Provided. - [Digital Retirement](https://www.wealthobjects.com/solution/digital-retirement): An online retirement planning solution offering tailored, tax‑optimised investment recommendations across accumulation, at‑retirement and decumulation phaseshttps://www.wealthobjects.com/solution/digital-retirement#:~:text=Digital%20Retirement. It considers individual income needs, lifestyle and circumstances and compares model portfolios, DFMs, multi‑asset funds, annuities and other productshttps://www.wealthobjects.com/solution/digital-retirement#:~:text=Digital%20Retirement%20is%20an%20online,to%20deal%20with%20complex%20scenarios. Portals include client/investor, adviser, products & portfolios and administrationhttps://www.wealthobjects.com/solution/digital-retirement#:~:text=User%20Portals%20Provided. - [Digital Advice (Robo‑Adviser)](https://www.wealthobjects.com/solution/digital-robo-adviser): A fully automated solution that delivers personalised investment recommendations without human interactionhttps://www.wealthobjects.com/solution/digital-robo-adviser#:~:text=Digital%20Advice. Powered by a centralised investment proposition and model portfolios, it uses proprietary algorithms to provide cost‑efficient online advice and personalised guidance throughout the financial journeyhttps://www.wealthobjects.com/solution/digital-robo-adviser#:~:text=Digital%20Advice%20is%20an%20automated,client%20segments%20and%20goal%20types. Portals include client/investor, products & portfolios and administrationhttps://www.wealthobjects.com/solution/digital-robo-adviser#:~:text=User%20Portals%20Provided. ## AI Services > WealthObjects offers AI consultancy and implementation services to help firms adopt and integrate artificial intelligence. - [AI Implementation in Wealth & Investment Management](https://www.wealthobjects.com/ai-implementation-in-wealth-and-investment-management): WealthObjects conducts AI audits to assess organisational readiness and identify automation and data opportunitieshttps://www.wealthobjects.com/ai-implementation-in-wealth-and-investment-management#:~:text=Our%20AI%20Audit%20identifies%20opportunities,tailored%20to%20your%20business%20needs. It provides strategic AI roadmaps, workshops and pilots to help organisations harness AI effectivelyhttps://www.wealthobjects.com/ai-implementation-in-wealth-and-investment-management#:~:text=AI%20Audit. The team develops and deploys tailored AI solutions—from process automation and data‑driven insights to predictive models—ensuring scalability, security and regulatory compliancehttps://www.wealthobjects.com/ai-implementation-in-wealth-and-investment-management#:~:text=We%20specialise%20in%20AI%20implementation,AI%20can%20create%20measurable%20impact. - [AI in Financial Advice Webinar](https://www.wealthobjects.com/news/wealthobjects-cisi-present-free-ai-in-financial-advice-webinar): WealthObjects and the CISI host webinars exploring how AI tools and agents are transforming financial advice and how firms can integrate AI to boost productivity and compliancehttps://www.wealthobjects.com/news/wealthobjects-cisi-present-free-ai-in-financial-advice-webinar#:~:text=WealthObjects%20%26%20CISI%20Present%20Free,AI%20in%20Financial%20Advice%20Webinar. - [Case study – Nedbank’s award‑winning robo‑advice solution](https://www.wealthobjects.com/news/wealthobjects-platform-powering-nedbanks-extraordinary-life-robo-advice-solution-won-the-bankers-tech-projects-award-for-best-artificial-intelligence-and-robotics-project): WealthObjects helped launch Nedbank’s “Extraordinary Life” robo‑advice solution, which won the FT Banker Tech Projects Award for best AI and robotics project. The solution offered a needs‑based, customer‑centred experience with low fees and minimum investmenthttps://www.wealthobjects.com/news/wealthobjects-platform-powering-nedbanks-extraordinary-life-robo-advice-solution-won-the-bankers-tech-projects-award-for-best-artificial-intelligence-and-robotics-project#:~:text=WealthObjects%20Powers%20Nedbank%E2%80%99s%20Award,Project. ## Recognition & Industry Impact - WealthObjects has been listed in the global WealthTech Top 100 multiple times between 2020 and 2025 and recognised by analysts in 2024https://www.wealthobjects.com/#:~:text=Our%20award. It won awards for best client communication tool and digital advice platform in 2022https://www.wealthobjects.com/#:~:text=Best%20Client%20Communication%20Solution%2FTool and has been acknowledged as an innovative fintech solution in earlier yearshttps://www.wealthobjects.com/#:~:text=Best%20Digital%20Wealth%20Solution. - The company holds ISO 9001 and ISO 27001 certifications and is independent and employee‑owned, focusing on long‑term partnerships and innovationhttps://www.wealthobjects.com/#:~:text=The%20Platform%20of%20Choice%20for,Thinking%20Financial%20Institutions. ## Contact & Location - Address: 1 King William Street, London, EC4N 7AF, United Kingdomhttps://www.wealthobjects.com/#:~:text=1%20King%20William%20Street%20London%2C,EC4N%207AF%20United%20Kingdom. - Contact: support@wealthobjects.com and +44 20 8600 9221https://www.wealthobjects.com/#:~:text=Contact%20Details. - The firm serves wealth managers, investment managers, intermediaries, insurance firms, family offices and fund managershttps://www.wealthobjects.com/#:~:text=WealthObjects%20is%20a%20B2B%20financial,Family%20Offices%20and%20Fund%20Managers. This file should help LLMs understand WealthObjects’ offerings, modules, solutions and AI services using clear descriptions and context.