The Operating System for Digital Wealth Management

The cloud-native wealth management SaaS

With WealthOS

You can
implement

3X

FASTER

With no extra
cost you get

99.9%

Up Time

Total cost of
ownership

40%

Cheaper

Our value proposition

Rapid and easy development

Our modular architecture and Unified API provides all the building blocks to assemble, test and deploy your digital wealth products at pace.

Unlock growth potential

We provide scale benefits and resiliency to firms of any size, with integrations that open new distribution channels.

Optimise tech and operational costs

We reduce the costs of service, change management and maintenance, leaving more money to be spent on client acquisition.

Improve client servicing and acquisition

We help you cater to the evolving needs of a multi-generational clientbook, through product expansion and omni-channel servicing.

Our comprehensive feature set allows organisations to run digital wealth products on a single platform

Customise our modular platform to fit the exact needs of your proposition

Latest news and views

A SIPP transfer is now a few clicks away

How does a faster, automated pension transfer process with continuous client updates sound to you? We built our Unified Transfer Manager solution to support Pension providers to do just this. Read on to find out more!

Building a Wealth Management App in 6 Weeks: Case Study

Any startup entering the market has to find the best way to show off their great value proposition and test out their idea. For us that required building a digital wealth management application that's three times faster than the current offerings available in the market.

Pensions Tech : A Harsh Reality

In pensions, there is a clear mismatch between what customers have come to expect as a digital customer experience (CX) and the legacy back-end systems that are supposed to enable it. So, here is our take on the harsh realities facing pensions tech today, as bridging this gap will impact the brand and bottom line for SIPP providers.

SEE OUR SUITE OF SOLUTIONS IN ACTION

We bring you cloud-native digital solutions for transfer management, pensions drawdown, projections & illustrations and fees & billing.

We're excited to offer personalised demonstrations of our solutions. Are you ready to give your customers the next generation solutions for wealth and retirement savings?

Let’s talk!