Who Uses This Software?

Tillers institutional partners include private banks, wealth managers, insurers, asset managers and financial advisers.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Tiller Investments
  • www.tillertech.com/
  • Founded 2016
  • Jersey

About WealthXcel

Tiller's digital wealth management platform, WealthXcel, is the only bespoke digital wealth management solution offering back office, middle office and client facing technology aimed at wealth managers and their clients, improving user engagement, internal efficiency and reducing regulatory burden. Its functionality effortlessly brings together the wealth management process under one digital umbrella, from onboarding to managing investment portfolios, to client reporting and account management.

WealthXcel Features

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