WealthObjects is an innovative investment management software designed for wealth managers, robo-advisors, and financial institutions. The platform offers features like portfolio management, client onboarding, and automated investment strategies, helping firms manage assets more efficiently. WealthObjects also includes tools for risk analysis, compliance monitoring, and client reporting, providing a comprehensive solution for managing client investments. With its user-friendly interface, WealthObjects enables clients to access their portfolios, track performance, and communicate with advisors in real-time. The software integrates with major financial data providers, ensuring that advisors have access to the latest market information. Designed to meet the needs of both small advisory firms and large institutions, WealthObjects helps streamline operations, improve client relationships, and deliver personalized investment services, making it a top choice for modern wealth management.
WealthObjects
2014
United Kingdom
24x7 Support
Accounting
