WealthObjects helps firms to launch modern digital investing and saving propositions using their multi-award-winning API technology, proprietary algorithms, automation and engaging online user experience. Their 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.
WealthObjects’ customer-centric platform ensures that Customers, Advisers, Investment Managers and Internal regulatory staff needs are met seamlessly through customised workflow interfaces. With significant digital business model and technology delivery experience, they continuously strive to implement and maintain best-practice processes. Their project implementation entity is both ISO 9001:2015 and ISO 27001:2013 standards certified.
WealthObjects recently launched a new ready to use 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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