+
+

Related Products

  • Dynamo Software
    71 Ratings
    Visit Website
  • Nexo
    18,666 Ratings
    Visit Website
  • IUX
    968 Ratings
    Visit Website
  • Capitalcore
    88 Ratings
    Visit Website
  • eToro
    32,059 Ratings
    Visit Website
  • Vantage
    15,346 Ratings
    Visit Website
  • BYDFi
    5,933 Ratings
    Visit Website
  • North One
    5,042 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Banker's Dashboard
    6 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 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

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

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

WealthKernel
Founded: 2015
United Kingdom
www.wealthkernel.com

Company Information

WealthObjects
United States
wealthobjects.com

Alternatives

Apex AscendOS

Apex AscendOS

Apex Fintech Solutions

Alternatives

Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
Third Financial

Third Financial

Third Financial Software

Categories

Financial Services Supported
Trading Supported

Categories

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

Integrations

Auth0 Supported
Google Supported
Microsoft Entra ID Supported

Integrations

Auth0 Not Supported
Google Not Supported
Microsoft Entra ID Not Supported
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