WealthObjects Reviews

WealthObjects Description

Our award-winning technology allows financial institutions to launch digital wealth and hybrid advisory solutions faster and at a fraction the cost. This helps them save years of development time and money. Our platform automation, innovation and engaging online experience help Wealth Managers, Investment companies, Banks, Insurance Companies, Brokerages, and other financial institutions to launch modern digital saving and investing propositions. Our modular RESTful API-led delivery system allows firms to create and apply their own unique designs to the digital proposition. This allows them to stand out from their competitors and bring their products to market faster. We offer digital solutions for D2C Self-Directed Investing and Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning and Modern Adviser Software.

Integrations

API:

Yes, WealthObjects has an API

No Integrations at this time

Reviews

Total

ease

features

design

support

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Company Details

Company:

WealthObjects

Headquarters:

United States

Website:

wealthobjects.com

Media

Product Details

Platforms

SaaS

Type of Training

Documentation

In Person

Customer Support

Phone Support

Online

WealthObjects Features and Options

Investment Management Software

Accounting Management

Benchmarking

Bonds / Stocks

Client Management

Commodities

Compliance Reporting

Data Import / Export

For Investment Advisors

For Investors & Traders

Fund Management

Modeling & Simulation

Payroll & Commissions

Performance Metrics

Portfolio Management

Risk Management

Financial Data APIs Software

Wealth Management Software

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