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About Us

Published date: July 23, 2022
Terms:

Team […]

Automated personalisation (custom-indexing)

Published date: August 23, 2022
Terms: Portfolio management, Use Case posts

[…]assignment, and execution of truly personalised portfolios that are in line with a client’s risk tolerance and goal horizon and their beliefs and […]

Workplace savings beyond pensions

Published date: August 23, 2022
Terms: Execution only, Use Case posts

[…]be more engaged with their retirement provisions, extend services to their family members, and increase and continue to hold assets on your […]

Segment or theme-based apps

Published date: August 23, 2022
Terms: Execution only, Use Case posts

[…]early, or any other creative idea you might have, WealthOS provides the cost-efficient starter kit and the API to experiment and launch your idea in a few […]

Advisor platform

Published date: August 23, 2022
Terms: B2B, Use Case posts

[…]their jobs in one place. Whether the IFA is tied to a single network with a single investment platform/custodian or operating on a whole of market basis linking to multiple investment platforms/custodians, WealthOS can be the unified middle office aggregator of data as well as the execution gateway. Let advisors have a unified and consistent view of their clients irrespective of the disparate providers where information is […]