Platform Features
Most wealth platforms are fragmented, forcing firms to manage multiple systems across CRM, planning, investing, and reporting.
WealthObjects brings everything together into one unified platform, combining CRM, financial planning, portfolio management, onboarding, compliance, client portals, and AI-powered automation.
The result is a more efficient, scalable business, with reduced operational overhead and a better client experience. Many firms find the platform pays for itself through improved productivity and lower costs.
Company: Manager & Adviser Platform
Description
The Company/Manager Platform is for use by your internal staff users such as Advisers, Agents, Portfolio Managers, Investment Managers, Operations Staff, Compliance Staff, Technology and Administration Staff.
Core features
- Client Management (CRM)
- Client Onboarding and Screening
- Client Financial Planning and Advice
- Advisory, Discretionary and Model Portfolios
- Client Various Reporting & MI
- Messaging, Emails and Notifications
- Documents, KYC/AML, E-Signatures and other servicing features
- All-in-one standalone platform or API-Integration with your systems
Custom features
- Custom Integrations and development
- Custom Deployments
- support OPTIONs
- Portal, Email, Customer Success Manager
Client/Investor Platform and Mobile Apps
Description
The Client/Investor Experience Platform and Mobile App is for use by your end clients and investors.
Core features
- Custom Dashboard
- Onboarding Forms
- Documents and Messaging
- Investments and Insurance
- Performance Reporting
- Screening and E-Signatures
- Multi-factor Security
- Mobile Apps
Custom features
- Custom features
- Custom Deployments
Branding & Interface: Fully White-labeled
Core features
- Your Brand Logo
- Your unique Web URLs
- Your Brand Colours
- Integrate platform to your domains
Custom features
- Integrate our APIs into your applications
Security, Data Protection & Compliance
Core features
- Multi-factor authentication (2FA/MFA)
- Separate database per firm
- Encryption of data-in-transit
- Encryption of data-at-rest
- Login and Device Logs
- Audit Activity Logs
Custom features
- Dedicated instances in chosen location
- Custom deployments and BCP/DR implementations
Integrations
Description
Integrations are third party partner applications that you can connect and use alongside WealthObjects to receive additional services for your business. You will need to hold an account directly with the Integration partner provider to connect and use within WealthObjects. You may not be billed by us for any third party integrations. Some integrations may incur one-off additional charges to activate/set up, we will always let you know in advance if that is the case.
Core features
- LSEG World-Check or SmartSearch (KYC/AML)
- DocuSign/Others (E-Signatures)
- Risk Profiling Providers and Custodians
- Microsoft and Google Workspace
Custom features
- Custom Integration requests are allowed