Exhibitor: WealthObjects

Overview

TAKING WEALTH DIGITAL

We help firms to launch modern digital investing and saving propositions using our multi-award-winning API technology, proprietary algorithms, automation and engaging online user experience. Our solutions power a wide variety of digital business models such as Robo Advice, Hybrid Advisory Planning, Goal/Risk/Theme based investing and Digital Pre/At/Post-Retirement propositions. 

Our customer-centric platform ensures that Investors, Advisers, Investment personnel and Internal staff needs are met seamlessly through customised workflow interfaces. With significant digital business model and technology delivery experience, we continuously strive to implement and maintain best-practice processes. Our project delivery entity is both ISO 9001:2015 and ISO 27001:2013 standards certified.

We recently launched a new software product AdviceObjects, which is a modern-day Wealth Adviser portal with a closely linked Client portal built for the digital generation.

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