Automated personalisation (custom-indexing) – WealthOS

Allows clients to express their personal beliefs and values within their investment decisions.

Combining deep analytics about publicly traded securities with WealthOS’ API can enable automatic creation, assignment, and execution of truly personalised portfolios that are in line with a client’s risk tolerance and goal horizon and their beliefs and values.

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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.