WealthObjects provides solutions for a wide variety of digital business models across D2C, Digital Wealth, Robo Advisory, Hybrid Advisory and Planning, Pre/At/Post Retirement Tools and Solutions, Portfolio Management, and Order Management. Its unified data platform ensures that end customers, advisers/agents, investment personnel and other internal staff needs are met seamlessly through tailored workflow interfaces using the company’s end to end platform or APIs. WealthObjects have significant digital business model and technology delivery experience, and satisfied clients. We constantly strive to be a leader in wealth technology innovation, and the group's entity is both ISO 9001:2015 and ISO 27001:2013 standards certified.
