AI TOOL PROFILE
WealthObjects: Wealth Management and Advice Software
- Finance and Accounting
- CRM
- Financial advisors
- Wealth management firms
- Investment managers
- Insurance companies
- Banks
Pricing
Pricing is tailored based on users, assets under management, geography, and delivery model, with a mentioned starting price of $1000.
At a glance
- Best for
- Financial advisors, Wealth management firms, Investment managers, Insurance companies, Banks
- Key use cases
- Digital Client Onboarding, Hybrid Advice Delivery, Self-Directed Investing, Digital Retirement Planning
- Integrations
- LSEG World-Check, SmartSearch, DocuSign, Microsoft Workspace, Google Workspace
- Official website
- Visit wealthobjects official website
How AI is used
WealthObjects is a modular platform designed for financial services companies, including banks, insurers, and wealth managers. It helps firms build digital or hybrid client experiences—such as self-directed investing or holistic wealth management—under their own branding.
The system is organized into modules that handle different parts of the client lifecycle, including onboarding, compliance checks, portfolio management, and reporting. Firms can use the full suite as a SaaS solution or integrate specific REST API modules into existing internal systems.
The platform supports multiple deployment options, including cloud-native and on-premise. Buyers should confirm which deployment model and specific modules align with their regulatory requirements and technical infrastructure.
Key Features
Client Onboarding
Supports digital workflows for e-signatures and automated KYC/AML screening.
Financial Planning Engine
Supports goal-based planning, cash flow analysis, and the generation of suitability reports.
Portfolio Management
Tools for constructing, monitoring, and rebalancing risk-based or thematic portfolios.
Client & Investor Portals
White-labeled dashboards for performance reporting and document management.
Wealth CRM
A hub for managing leads, segmenting clients, and tracking referrals.
Report Builder
A tool to convert investment data into branded client communications.
Use Cases
Digital Client Onboarding
Using digital forms and KYC/AML screening to move clients through the acquisition process.
Hybrid Advice Delivery
Combining automated financial planning tools with human expert oversight to provide investment solutions.
Self-Directed Investing
Providing a digital journey for investors to select portfolios and manage investments.
Digital Retirement Planning
Supporting clients through accumulation and decumulation phases with tax-optimized recommendations.
Integrations
- LSEG World-Check
- SmartSearch
- DocuSign
- Microsoft Workspace
- Google Workspace
FAQ
Who is WealthObjects designed for?
- It is designed for financial services companies, including wealth managers, independent financial advisors, banks, and insurance firms.
Can I use WealthObjects with my own branding?
- Yes, the platform is designed to be white-labeled, allowing firms to use their own logos, colors, and unique URLs.
How is the software deployed?
- WealthObjects offers integrated SaaS, REST API modules, cloud-native deployment, and on-premise installation.
What affects the pricing of the platform?
- Pricing is tailored based on the number of users, assets under management, geography, the delivery model, and the specific modules selected.
Source category: Finance & Accounting
Source subcategory: CRM
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