The Operating System for Digital Wealth Management

The cloud-native wealth management SaaS
With WealthOS we believe
You can
With no extra
cost you get
Up Time
Total cost of
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
Portfolio Rebalance - made easy
Rebalance 100 client portfolios in three seconds. Orchestrate all trades, reconciliations and ledger keeping without lifting a finger.
'Techsplain' APIs like a pro
APIs are becoming such a standard buzzword in wealth management and digitalisation that they've almost earned a spot on the ‘small talk’ menu.
The 2022 WealthOS Roadmap
Last year we took our first steps toward a production-ready platform with the implementation of a series of core features.