WealthObjects
An investment management software, WealthObjects streamlines operations for wealth managers and financial institutions through customized portals and workflows. It supports client acquisition, onboarding, financial planning, and ongoing engagement while delivering a holistic view of personal finances. With award-winning technology and modular API solutions, it empowers firms to launch innovative digital propositions efficiently.
Top WealthObjects Alternatives
Allocator
Allocator centralizes reports from Private Capital GPs and Hedge Funds, eliminating the hassle of logging into multiple portals.
Finbourne
Empowering financial services professionals, Finbourne delivers a cloud-native data solution that streamlines investment operations.
Red Deer
Acquired by Kaizen Reporting, Red Deer offers a sophisticated technology platform designed for surveillance and research in compliance workflows.
focus adviser
Focus Adviser offers a suite of innovative software solutions that streamline the delivery of personalized financial advice.
Nutmeg
This investment management software empowers users to invest at every life stage while maximizing tax allowances.
StatPro Revolution
StatPro Revolution offers investment management professionals a robust platform that transforms data silos into actionable insights.
Misys FusionInvest
It offers real-time portfolio insights, automated processes, and a collaborative Investment Book of Records...
Broker Lender CRM
Designed for both new and established businesses, it facilitates growth through effective communication and insightful...
iLEVEL
This software solution empowers general and limited partners to efficiently collect data, monitor portfolios, and...
WealthWorks
Users appreciate its robust client relationship features, seamless accounting, and integrated document storage...
SharePad
Users benefit from live news updates and tailored stock screening tools, while the innovative single-page...
WealthXcel
With Tiller's advanced technology, clients can securely onboard through automated checks, rapid AML/KYC processes, and...
Promoter
It effectively manages complex project finance scenarios across various industries, including oil and gas, infrastructure...
EXM
The focus on deliverable-based planning ensures consistent project execution, allowing for real-time reporting and a...
Atominvest Software
This integrated platform enhances deal sourcing, fundraising, and investor relationship management while optimizing portfolio oversight...
Top WealthObjects Features
- Customizable client portals
- Seamless onboarding processes
- Holistic financial planning tools
- Secure messaging capabilities
- Integrated e-signature functionality
- 360-degree financial views
- Automated compliance workflows
- Modular REST API integration
- Cloud-native deployment options
- On-premise solution flexibility
- Ongoing personalized support
- Continuous platform enhancements
- Award-winning technology solutions
- Tailored digital business models
- Robust security certifications
- In-house software development
- Swift training and support
- Digital strategy innovation
- User-friendly experience design
- Long-term partnership focus.
