+
+

Related Products

  • Nexo
    16,505 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • IUX
    900 Ratings
    Visit Website
  • Capitalcore
    77 Ratings
    Visit Website
  • Plaid
    144 Ratings
    Visit Website
  • eToro
    30,846 Ratings
    Visit Website
  • North One
    5,042 Ratings
    Visit Website
  • Sharesight
    541 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website

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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fintech companies, wealth managers, and financial institutions that need a modular API to build and launch digital investing and wealth services

Audience

Digital businesses looking for a platform to manage their investments and pensions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

WealthKernel
Founded: 2015
United Kingdom
www.wealthkernel.com

Company Information

WealthObjects
United States
wealthobjects.com

Alternatives

Alternatives

Third Financial

Third Financial

Third Financial Software

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Auth0
Google
Microsoft Entra ID

Integrations

Auth0
Google
Microsoft Entra ID
Claim WealthKernel and update features and information
Claim WealthKernel and update features and information
Claim WealthObjects and update features and information
Claim WealthObjects and update features and information