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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 Objectway?

An advanced, modular wealth management platform is now available in the cloud, meeting the increasing demands of the financial industry. With over thirty years of experience in product development, we empower you to address present challenges while strategically positioning you to take advantage of future possibilities as we help you visualize your growth trajectory. Our refined client management system enables you to execute daily operations more effectively, deliver superior service to your clients, and enhance your revenue generation. This platform provides a holistic 360° perspective on client data, encompassing investments, assets, relationships, a document repository, and tracking functionalities. By incorporating digital features, you can increase your conversion rates with potential clients and strengthen existing client relationships. The smart KYC capture system facilitates a smoother onboarding process by adapting to different client profiles, supported by an integrated AML scoring engine. By streamlining operations, you can proactively manage a larger client roster through multi-channel strategies, which ultimately elevates advisor productivity and optimizes operational efficiency. Additionally, this pioneering solution equips your business to navigate the continually shifting financial landscape, ensuring you remain competitive and responsive to market changes. With these features, your firm will be well-prepared to thrive in a dynamic environment.

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

Objectway

Company Location

Italy

Company Website

www.objectway.com/objectway-wealthtech-suite/

Categories and Features

Categories and Features

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