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What is WealthOS?

WealthOS is an enterprise, cloud-native core wealth management SaaS, built to accelerate digital adoption and innovation within the wealth management industry. Its feature-set is coupled with pre-built integration to a marketplace of specialist service providers, allowing wealth managers to do more things on a single platform.

WealthOS's modular architecture allows it to be used to launch an entire digital value proposition, or in parts to complement an existing proposition. The API first platform allows for plug and play.

Categories & Use Cases

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo

FAQs

What is WealthOS?
WealthOS is an enterprise, cloud-native core wealth management SaaS, built to accelerate digital adoption and innovation within the wealth management industry.