Taking Wealth Digital by offering B2B(2C) Client Centric Robo-Advisory and Engagement platform with faster time to the market and at fraction of the cost.

WealthObjects’ B2B2C Robo-Advisory and Engagement platform helps Banks, Investment firms, and Wealth Managers to launch a next generation digital wealth or investment manager (or) enhance their current offering quickly and at a fraction of the cost (compared to building and maintaining own solutions) using customisable modules to serve their digitally savvy affluent/ HNW customers, and/or attract a much wider mass customer base such as the millennials. WealthObjects offers four customisable products that seamlessly integrate into existing systems: 1. AIM - Automated Investing Module (Robo-advisory solution), 2. FPM – Financial Planning Module (Wealth PFM solution) and 3. COM - Client On-boarding Module (Simplified paperless solution) 4. DEM - Digital Engagement Module (Digital Marketing solution). All the client-centric solutions can be combined for "The All In One Module" (TAIOM). The platform provides a 360-degree view of the end-client’s finances, enabling firms to offer personalised investment portfolios and advice with an omni-channel mode of communication using a unified data platform. The cloud-based (can also be on premise) mobile and tablet first platform, allows firms to compete and propel their growth strategy staying in tune with customer trends. WealthObjects’ capabilities when combined with the firm’s own will result in a truly unique digital/hybrid offering.

top 100

Name CEO: Uday Nimmakayala
Founded in: 2014
Country: United Kingdom
Website: www.wealthobjects.com
Company Twitter: @WealthObjects
Category: PFM Robo Advisory (Asset, Wealth, ForEx, Trading, Investing)


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