Including CRM, Intermediary & Investor Portals

Best Financial Planner Software for Wealth Planning

Our end-to-end financial planning software empowers investment, wealth and insurance organisations to deliver meaningful adviser and client experiences across the entire journey.
WealthObjects Comprehensive Platform image
All in One Customised

Wealth & Financial Planning Software

Our secure financial planning software ensures that your advisers, agents, relationship managers, investment/portfolio managers, compliance and operational staff needs are met seamlessly through dedicated portals and customisable internal workflows
Our client-centric portal helps firms right from client acquisition, onboarding, financial planning, investing to reporting and ongoing engagement in a holistic manner, giving them a full 360 degree view of their personal finances, secure messaging, documents, e-signatures and communications.
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Our investment portfolio software helps Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others in financial services to run modern investing and wealth propositions and improve their existing operations using our platform automation, innovation and engaging user experience.
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Our award-winning financial adviser software that comes equipped with customisable modules enable many forward-thinking firms to support varied digital business models and prepare for the next era of savings and investments.
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All-in-One Platform

Powering Exceptional
Wealth Experiences

Customise and Launch Faster
At Fraction of the Cost
Your Branding and Domains
Engaging Digital Experience
Modular and Secure platform
Rest API Integrations
Service clients from One Platform
Integrate with any Custodian
Industry Recognised Solutions

Transforming Wealth, Investments and Insurance

Business meeting between a man and woman in a modern office

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.

About us
About us
Why WealthObjects

The Platform of Choice for Forward-Thinking Financial Institutions

Quality Certifications

Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.

In-House Technology

We develop our solutions in-house, providing swift training and support with full knowledge.

Flexible Solutions

Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.

Industry Expertise

Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.

Custom Propositions

Our flexible technology enables custom digital propositions to help clients differentiate.

Independent Ownership

Independent and employee-owned, focusing on long-term partnerships and client success.

Innovation Focus

We innovate and support clients' digital strategies from planning to execution.

Personalised Support

Providing ongoing, personalised support and continuous platform enhancements for clients.

Quality Certifications

Certified for ISO 9001:2015 and ISO 27001:2022, ensuring robust quality and security standards.

In-House Technology

We develop our solutions in-house, providing swift training and support with full knowledge.

Flexible Solutions

Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.

Industry Expertise

Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.

Custom Propositions

Our flexible technology enables custom digital propositions to help clients differentiate.

Independent Ownership

Independent and employee-owned, focusing on long-term partnerships and client success.

Innovation Focus

We innovate and support clients' digital strategies from planning to execution.

Personalised Support

Providing ongoing, personalised support and continuous platform enhancements for clients.

Quality Certifications

Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.

In-House Technology

We develop our solutions in-house, providing swift training and support with full knowledge.

Flexible Solutions

Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.

Industry Expertise

Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.

Custom Propositions

Our flexible technology enables custom digital propositions to help clients differentiate.

Independent Ownership

Independent and employee-owned, focusing on long-term partnerships and client success.

Innovation Focus

We innovate and support clients' digital strategies from planning to execution.

Personalised Support

Providing ongoing, personalised support and continuous platform enhancements for clients.

WealthObjects Vs Other Digital Investment Platforms

Feature
WealthObjects
Other Digital Investment Platforms
Customization
Highly customizable modules and APIs tailored for wealth, investment, and insurance firms
Often offer rigid, one-size-fits-all solutions with limited customization
Integrated Ecosystem
Full suite including CRM, intermediary portals, investor apps, and backend workflows in one platform
Usually separate tools requiring complex integrations

User Experience
Client-centric portals with a holistic 360° view of finances, secure messaging, and seamless onboarding
Basic dashboards focused mainly on investment tracking
Scalability
Built for scalability across multiple markets and digital business models, supporting complex workflows
May lack scalability or struggle with multi-market demands
Support for Diverse Business Models
Supports multiple digital business models, including advisory, brokerage, and wealth management
Typically optimized for a narrow set of business types
Pricing Flexibility
Pricing tailored based on modules and market needs, designed to optimize ROI
Fixed pricing tiers with limited flexibility
Security & Compliance

Robust security frameworks meeting financial industry standards, ensuring data privacy and regulatory compliance

Varies widely; some platforms lag in compliance features
Transform Your Business Today

Let’s Discuss Pricing

Our digital financial planning solutions vary in price depending on the modules, solution and markets. Designed to enhance revenue and reduce costs, many clients find that our offerings pay for themselves. For a tailored fee proposal, please contact us.