Related Products
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About
Our investment suite is a fully modular, real-time .NET investment solution to run your mid and back-office administration and is compliant with current laws and regulations. It includes Relationship and Instrument Data Management as well as Portfolio Management. The investment suite is integrated with Order Management, Asset Management, Corporate Actions, Settlements, Reconciliation, Taxes and Global Custody The Order Management solution enables real-time order management of all securities orders which means an integrated solution that offers central control of the ordering and execution process for all traded instruments including connectivity to any trading platform. Asset Management handles the configuration and management of investment models and life cycles and supports automatic rebalancing. Investments models are used for asset and investment management purposes.
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About
WealthKernel is a modular, API-driven investment infrastructure tool that provides businesses with the core building blocks to offer digital investing and wealth management services without building their own backend. It includes flexible APIs for client onboarding, multiple investment account types (such as ISAs, GIAs, and SIPPs), account funding, asset transfers, custody of client money and securities, and portfolio management, all designed to support scalable digital investing propositions. WealthKernel’s trading infrastructure supports advanced multicurrency trading and fractional shares across global markets, enabling businesses to execute, cancel, and track trades via a unified Orders API. It also offers regulatory support such as an Appointed Representative service to help partners go to market faster and adheres to robust security standards with ISO 27001 certification and dual regulation in the UK and EU.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial firms searching for a Banking solution to build lasting relationships with their customers
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Audience
Fintech companies, wealth managers, and financial institutions that need a modular API to build and launch digital investing and wealth services
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAllshare
Netherlands
www.allshare.nl
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Company InformationWealthKernel
Founded: 2015
United Kingdom
www.wealthkernel.com
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Categories |
Categories |
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Banking Features
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
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Integrations
Auth0
Google
Microsoft Entra ID
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