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ease
features
design
support

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Description

Engage in the same wealth-building ventures as the wealthy elite and institutional investors, now available to you with lower minimum investment thresholds. Since the year 2000, private equity investments have consistently outperformed their public market counterparts by an average of 10% annually. A growing number of investors are now tapping into private markets, making it essential for your portfolio to include a healthy mix of both public and private investments, ideally with 30% dedicated to private avenues. Take control of your financial path by selecting from a variety of investment strategies tailored to meet diverse objectives, including savings, retirement, and legacy planning. By investing in fractional shares, you can create a comprehensive portfolio that meets your financial goals. ADDX is revolutionizing access to private markets, allowing you to construct a modern portfolio that is well-diversified across multiple wealth-building opportunities. By enabling investments in smaller amounts, you can broaden your investment options while effectively managing risk and enhancing potential rewards. This innovative approach opens doors to a wealth of possibilities that were once reserved for a select few.

Description

WealthKernel serves as a versatile, API-based investment infrastructure solution that enables companies to provide digital investment and wealth management services without the need to create their own backend systems. This platform features adaptable APIs for various functions including client onboarding, a range of investment account options like ISAs, GIAs, and SIPPs, as well as account funding, asset transfers, and portfolio management, all crafted to facilitate scalable digital investment offerings. Additionally, WealthKernel's trading infrastructure accommodates sophisticated multicurrency trading and fractional shares in global markets, allowing businesses to seamlessly execute, cancel, and monitor trades through a consolidated Orders API. The platform also enhances compliance by offering regulatory assistance, such as an Appointed Representative service, which expedites market entry for partners, while ensuring adherence to stringent security measures, evidenced by its ISO 27001 certification and dual regulatory oversight in both the UK and EU. Ultimately, WealthKernel empowers businesses to innovate and expand their investment services efficiently and securely.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Auth0
Google
Microsoft Entra ID

Integrations

Auth0
Google
Microsoft Entra ID

Pricing Details

Free
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ADDX

Country

Singapore

Website

addx.co/en/index.html

Vendor Details

Company Name

WealthKernel

Founded

2015

Country

United Kingdom

Website

www.wealthkernel.com

Product Features

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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Alternatives

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