Automated and standardised portfolio management (robo-advisory) – WealthOS

Provides mass affluent and mass market clients with cost-efficient access to your world-class portfolio management services.

Create and manage pre-defined portfolios within WealthOS with corresponding suitability criteria like risk tolerance and investment horizon. Combine a digital fact-finding journey with the WealthOS APIs to build an end-to-end, automated flow of account creation, portfolio assignment, account funding and trade execution. Streamline ongoing monitoring and management by setting the accounts to rebalance to your target portfolio allocations at pre-scheduled intervals.

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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!

Revenue Collection in Wealth Management is now Seamless and Easy

We put fee computation in wealth management under the microscope to understand key frictions in current systems. Senior Product Owner Anjana Jayawardena talks about the solution we devised to make revenue collection easy and seamless as a part of the latest WealthOS’ Fee Module release. To all operations users, this one’s for you. The journey begins with percentage-based fees calculated on a daily accrual basis on AUM.

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.