Who Uses This Software?

Investment management solutions for banks and investment firms which helps with goal-based investing, rebalancing, 'what-if' analysis, optimized allocation and third-party integrations.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Contact WealthObjects for pricing details.
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • WealthObjects
  • www.wealthobjects.com
  • United Kingdom

About WealthObjects

Investment management tool that enables client engagement through API integrations and planning modules.

WealthObjects Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

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