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What is WealthOS?

Our adaptable framework and unified API provide all the crucial elements necessary for the rapid creation, assessment, and deployment of your digital wealth solutions. We ensure both scalability and dependability for businesses of any size, with connections that open up new avenues for distribution. By reducing service costs, streamlining changes, and lowering maintenance expenses, we allow you to invest more in client acquisition. Furthermore, we help meet the evolving needs of a varied client base by promoting product development and offering multi-channel support. Looking ahead, we plan to roll out a comprehensive suite of features along with plug-and-play integrations to a marketplace filled with specialized service providers, enabling wealth managers to execute a broader range of functions all on one platform. This strategy not only boosts operational efficiency but also encourages innovation in wealth management practices, paving the way for a more dynamic future in the industry. The combination of these efforts positions us to better serve the financial landscape and its diverse clientele.

What is Global Wealth Platform (GWP)?

SS&C's Global Wealth Platform (GWP) is an advanced, cloud-based solution that streamlines the management of your investment activities by consolidating everything into a single platform backed by one vendor's database. This cutting-edge platform integrates your front, middle, and back offices, ensuring data consistency at every step of the investment process. With GWP, you can simplify the complexities that arise from coordinating various components from different providers for distinct tasks. Its flexible and modular structure allows for tailored adjustments to suit specific workflow requirements, providing a personalized experience. Furthermore, as a cloud-native option, GWP helps lower operational expenses, minimizes maintenance demands, and simplifies the upgrade process, thereby boosting overall productivity. The platform's robust integration features also enhance teamwork across departments, ultimately leading to superior investment results. By choosing GWP, firms can position themselves for enhanced agility and responsiveness in a dynamic market landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

WealthOS

Date Founded

2019

Company Location

United Kingdom

Company Website

wealthos.cloud/

Company Facts

Organization Name

SS&C Technologies

Date Founded

1986

Company Location

United States

Company Website

www.ssctech.com

Categories and Features

Categories and Features

Investment Management

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

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