WealthKernel 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.

Integrations

API:
Yes, WealthKernel has an API

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Company Details

Company:
WealthKernel
Year Founded:
2015
Headquarters:
United Kingdom
Website:
www.wealthkernel.com

Media

WealthKernel Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support

WealthKernel Features and Options

Financial Services Software

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

WealthKernel User Reviews

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