Audience
Digital businesses looking for a platform to manage their investments and pensions
About WealthObjects
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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Integrations
API:
Yes, WealthObjects offers API access
No integrations listed.
Company Information
WealthObjects
United States
wealthobjects.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online
WealthObjects Frequently Asked Questions
WealthObjects Product Features
Investment Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Accounting Management
Benchmarking
Client Management
Commodities
Fund Management
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
