WealthObjects: Wealth Management and Advice Software
WealthObjects supports financial advisors and wealth management firms in digitizing client journeys. It is designed for firms requiring a combination of automated tools and human-led advice.
At a glance
- Category
- Finance & Accounting
- Best for
- 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.
- 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
- wealthobjects.com
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
Supports digital workflows for e-signatures and automated KYC/AML screening.
Supports goal-based planning, cash flow analysis, and the generation of suitability reports.
Tools for constructing, monitoring, and rebalancing risk-based or thematic portfolios.
White-labeled dashboards for performance reporting and document management.
A hub for managing leads, segmenting clients, and tracking referrals.
A tool to convert investment data into branded client communications.
Use Cases
Using digital forms and KYC/AML screening to move clients through the acquisition process.
Combining automated financial planning tools with human expert oversight to provide investment solutions.
Providing a digital journey for investors to select portfolios and manage investments.
Supporting clients through accumulation and decumulation phases with tax-optimized recommendations.
Best For
Integrations
Pricing
Pricing is tailored based on users, assets under management, geography, and delivery model, with a mentioned starting price of $1000.
FAQ
It is designed for financial services companies, including wealth managers, independent financial advisors, banks, and insurance firms.
Yes, the platform is designed to be white-labeled, allowing firms to use their own logos, colors, and unique URLs.
WealthObjects offers integrated SaaS, REST API modules, cloud-native deployment, and on-premise installation.
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
