Overview
What is WealthObjects?
WealthObjects is a B2B technology solution aimed at revolutionizing wealth management in the digital age. According to the vendor, it caters to wealth advisory and investment firms, as well as product providers in the financial services sector. With a focus on enhancing client relations and engagement...
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Product Details
- About
- Tech Details
What is WealthObjects?
WealthObjects is a B2B technology solution aimed at revolutionizing wealth management in the digital age. According to the vendor, it caters to wealth advisory and investment firms, as well as product providers in the financial services sector. With a focus on enhancing client relations and engagement rates, WealthObjects offers intuitive Financial Services CRM coupled with a Client Portal. The software suite aims to enable businesses to operate efficiently and deliver superior client experiences. Professionals and industries such as wealth advisory, investment firms, financial advisers, product providers, and the broader financial services sector can potentially benefit from the features and functionalities provided by WealthObjects.
Key Features
Holistic Wealth Management Solution: According to the vendor, WealthObjects offers a comprehensive wealth management solution that caters to wealth advisory and investment firms. It aims to provide a superior client portal digital experience and automation of various adviser tasks.
Hybrid Digital Advice Solution: The vendor claims that WealthObjects provides a hybrid digital advice solution that combines automated financial planning and investing with human adviser interaction. This is said to allow for bespoke client portfolios based on individual circumstances.
Robo-Adviser Solution: According to the vendor, WealthObjects offers a robo-adviser solution that provides entirely digital automated investing or financial planning. It is powered by a centralized investment proposition (CIP) strategy.
Digital Retirement Solution: The vendor states that WealthObjects provides a digital retirement solution for online retirement planning and investing. It aims to offer suitable product and tax-optimized recommendations throughout different phases.
Self-Directed Investing Solution: According to the vendor, WealthObjects offers a self-directed investing solution that allows customers to make their own investment decisions entirely online. It aims to provide a complete self-directed investor journey.
Portfolio Management Software: The vendor claims that WealthObjects provides scalable, extensible, and configurable portfolio management software. It aims to offer unique journeys for various digital and hybrid business models.
WealthObjects Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Mac, Windows, Android, iPhone, iPad |
