WealthObjects offers a modern wealth platform designed to streamline the launch of Pure digital or Adviser-led hybrid business models swiftly and cost-effectively. The platform integrates with any preferred custody and trading platforms.

With their 100% white-labelled SaaS platform, firms gain access to both a user-friendly Manager Portal for their staff and an engaging Investor Portal for their clients. The comprehensive Manager Portal streamlines business operations, enabling effortless client lifecycle management, from onboarding to ongoing servicing and everything in between. Meanwhile, the Investor Portal delivers a superior client experience, offering secure access to portfolio insights, interactive reporting and much more. Both Portals can be white-labelled and also available as mobile apps.

WealthObjects platform is equipped with a wide array of digital tools such as CRM, financial planning, portfolios, document/file management, e-signatures, compliance checklists, KYC/AML, secure messaging, investment reporting, fee management, workflows, tasks, projects/cases, 2FA security, and many more.

To learn more please visit: www.wealthobjects.com