Related Products
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About
One API, all banks.
Wealth Reader is a world-leading data provider to help you cut costs, onboard and convert more customers.
Our differentiator is global coverage and data quality. We are the data provider for banks, fund managers and fintech startups.
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About
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Banks, family offices, lenders
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Audience
Digital businesses looking for a platform to manage their investments and pensions
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$2000/month
For very low or very high volumes, consult the business team.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationWealth Reader
Founded: 2023
Spain
www.wealthreader.com/en/
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Company InformationWealthObjects
United States
wealthobjects.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Banking Features
ATM Management
Not Supported
Compliance Tracking
Not Supported
Corporate Banking
Supported
Credit Card Management
Not Supported
Credit Union
Not Supported
Investment Banking
Not Supported
Multi-Branch
Not Supported
Online Banking
Not Supported
Private Banking
Supported
Retail Banking
Supported
Risk Management
Not Supported
Securities Management
Not Supported
Transaction Monitoring
Supported
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Investment Management Features
Accounting Management
Not Supported
Benchmarking
Not Supported
Bonds / Stocks
Supported
Client Management
Not Supported
Commodities
Not Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Not Supported
Modeling & Simulation
Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Not Supported
Risk Management
Not Supported
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Integrations
Java
Supported
Odoo
Supported
Postman
Supported
Swagger
Supported
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Integrations
Java
Not Supported
Odoo
Not Supported
Postman
Not Supported
Swagger
Not Supported
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