News and Views

Lots of firms overlook the fact that digital transformation can take care of key aspects of OpRes and compliance. That is, if robust technologies are in place. For example, application programming interfaces (APIs) with failover mechanisms and serverless computing platforms, which minimise disruptions and ensure high availability, even in the face of unexpected challenges.

Change is coming to the world of pensions. The industry faces a challenge regarding the current disharmony between consumer expectations and real-world experience. This dynamic is driving two major trends shaping the industry.

When it comes to gaining a competitive edge in pensions, how much of a role does technology play? A pretty big one, according to 54 percent of IFAs polled at the recent roundtables hosted by WealthOS.

Are you Netflix or Blockbuster? Discover how pension providers can leverage digital transformation to stay ahead of the competition.

WealthOS, the cloud-native wealth management infrastructure
platform provider, has announced the successful closure of its seed round led by Barclays Bank. In
addition to Barclays, WealthOS also attracted investment from Main Set, part of international
investment firm Capricorn Capital Partners UK.

WealthOS, the cloud-native operating system for digital wealth management products, has launched its new solution for providers of Self-Invested Personal Pension accounts (SIPPs) in the U.K. Its technology delivers immediate end-to-end benefits from an operating model that is 40% cheaper to run than existing systems and enables three times faster product innovation.

WealthOS, the Barclays backed WealthTech has been selected by Quai Digital to become its new strategic technology partner. Quai, a leading provider of B2B wealth management white label outsourcing services, will utilise WealthOS’s composable software to integrate with its own proprietary platform to drive further growth by offering new scalable, feature-rich, digital financial capability to its clients.

WealthOS has secured institutional seed funding from Barclays Bank and other leading FinTech investors to propel the next phase of its growth. The first closing of the round raised £2M, with the second closing of a further £2M expected to be completed soon.

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, and WealthOS, the operating system for digital wealth management, a leading financial technology company, today (16 October 2023) invite FinTechs to participate in a new Tech Sprint to meet a challenge focused on digitising and automating the client onboarding process.

WealthOS’ thought-provoking webinar on how to future-proof self-invested personal pensions (SIPPs) for mass market adoption. The webinar features an expert panel who explored the current state of private pensions, including trends, challenges, and innovations.

Rashee Pandey, Head of Membership and Growth at Innovate Finance chats to Anton Padmasiri CEO/Co-Founder at WealthOS and Chamat Arambewela COO/Co-Founder at WealthOS, where they discuss both Anton and Chamat’s backgrounds, WealthOS’ vision and mission and much more!

In signing a master service agreement, Zorion Technology Limited (“Zorion”), taps into WealthOS’ robust operating system for digital wealth management ecosystems, reaping the benefits of their cloud-native infrastructure, modular features, third party integrations marketplace, as well as fully automated and orchestrated workflows.

WealthOS, a leading provider of digital wealth management software, and Exactpro, a leading provider of software testing services, today announced a first in the wealth management industry – the release of the WealthOS platform for industry participants to experiment with.

There are many obstacles to overcome for wealthtech startups. Funding, networking, marketing and product development all need to be on point, and even then there are few guarantees. Anton and Shri talk us through it, while also highlighting why it’s so important that we listen to new perspectives as we seek to improve the way we invest and manage our finances.

We are delighted to announce the 35 companies joining the second Libra programme for ethnic minority founders in the UK.

TrueLayer, Europe’s leading open banking platform, today announces its partnership with WealthOS, the innovative SaaS platform that accelerates digital adoption and innovation for wealth managers.

WealthOS is bringing a much-needed upgrade to the wealth tech industry, to accelerate digital adoption and innovation. With WealthOS, wealth managers can start helping their clients achieve their goals today when it matters.

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