WealthObjects @WealthObjects

Financial CRM and white-label Client Portal for Financial Advisers, Wealth and Investment Managers. #WealthTech #InvestTech #FinTech wealthobjects.com London, England Joined September 2015

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481
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WealthObjects @WealthObjects

2 years ago

Download our guide on how to launch a DIY Self-directed Investing Solution for your business. We’ve written a guide to help you get started. #wealthtech #wealthmanagement #investmentmanager #wealthmanager #investTech #wealthplatform wealthobjects.com/self-directed-…

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WealthObjects @WealthObjects

2 years ago

Download our guide on how to launch a Digital Retirement Advisory Solution for your business. We’ve written a guide to help you get started. #wealthtech #wealthmanagement #financialadvisors #wealthmanager #AdviserTech #wealthplatform wealthobjects.com/digital-retire…

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WealthObjects @WealthObjects

2 years ago

Download our guide on how to launch a Digital Advice Solution for your business. We’ve written a guide to help you get started. #wealthtech #wealthmanagement #financialadvisors #wealthmanager #AdviserTech #wealthplatform wealthobjects.com/digital-robo-a…

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WealthObjects @WealthObjects

2 years ago

Thrilled to announce that WealthObjects has made it to the prestigious #wealthtech100 list for the 4th year in a row! 🏆 A testament to our commitment to excellence in #wealthtech. Thank you @Fintech_Global 💯🚀 #wealthmanagement #investmentmanager #wealthmanager #wealthplatform

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WealthObjects @WealthObjects

2 years ago

Download our guide on how to launch a Hybrid Digital Advice Solution for your business. We’ve written a guide to help you get started. #wealthtech #wealthmanagement #financialadvisors #wealthmanager #AdviserTech #wealthplatform wealthobjects.com/hybrid-digital…

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WealthObjects @WealthObjects

2 years ago

Download our guide on how to launch a Modern Wealth Management Solution for your business. We’ve written a guide to help you get started. #wealthtech #wealthmanagement #financialadvisors #wealthmanager #AdviserTech #wealthplatform wealthobjects.com/wealth-managem…

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WealthObjects @WealthObjects

3 years ago

Season's Greetings and a very Happy New Year from everyone at #WealthObjects. Hope all your dreams come true in 2023!🎉 #wealthtech #wealthmanagement #financialadvisors #wealthmanager #AdviserTech #wealthplatform @AdviceObjects #Fintech #Digitaladvice #roboadvice #HybridAdvice

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FINTECH GLOBAL @Fintech_Global

3 years ago

.@WealthObjects have reached the #WealthTech100 list for 2022. Congratulations! Find the full list here: fintech.global/wealthtech100/ #WealthTech #WealthTech100 #FinTech

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WealthObjects @WealthObjects

3 years ago

It's #EarthDay #EarthWeek in perpetuity. Let’s do our part. #ThePowerOfPossible #InvestInOurPlanet #EarthDay2022 #Ecologi @WealthObjects @AdviceObjects ow.ly/xEFS50IQfbF ✊

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WealthObjects @WealthObjects

3 years ago

It's #EarthDay #EarthWeek in perpetuity. Let’s do our part. #ThePowerOfPossible #InvestInOurPlanet #EarthDay2022 #Ecologi @WealthObjects @AdviceObjects ow.ly/xEFS50IQfbF

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WealthObjects @WealthObjects

4 years ago

We wish you a very happy, healthy and prosperous New Year 2022! Hope all your dreams come true this year! 🎉

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Join us at the Professional Adviser 360 conference on 7th October. The day is packed full of insightful content from various industry experts and engaging Q&A sessions. #AdviserTech #AdviceTech #financialadvisers @Profadviser @WealthObjects @advisersoftware

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WealthObjects @WealthObjects

4 years ago

Happy Vinayaka Chavithi! Happy Ganesh Visarjan!

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AdviceObjects @AdviceObjects

4 years ago

A2Risk's ATR and Risk Capacity questionnaires are fully integrated and available to use as a free add-on through @AdviceObjects software and client portals, made for #FinancialAdvisers #IFA firms. #AdviserTech #WealthTech #wealthplatform #wealthmanagement @WealthObjects

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FINTECH GLOBAL @Fintech_Global

4 years ago

Congrats to @WealthObjects for being listed in the #WealthTech100. Check the full list out here: fintech.global/wealthtech100/ #Wealth #WealthTech

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Adam Flowers @AdviserTechAF

4 years ago

Our #research includes #analysis on over 100 #advicetech solutions and we are making large amounts of it free to #advisers via our #advicetechhub. Follow the link below to read our analysis on @AdviceObjects who are operated and owned by @WealthObjects bit.ly/3wyZBba

AdviserSoftware.com @advisersoftware

4 years ago

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FINTECH GLOBAL @Fintech_Global

4 years ago

Why digitalisation is key for success in wealth management. Find out what experts from @nucoroteam, @WealthObjects, @kdbrk and @Wealth_Dynamix said #wealthmanagement #DigitalTransformation bit.ly/3fNkp9Y

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FINTECH GLOBAL @Fintech_Global

5 years ago

Six trends in digital wealth management for the next decade bit.ly/36cB955 #WealthTech #FinTech #Weallthmanagement @WealthObjects

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FINTECH GLOBAL @Fintech_Global

5 years ago

What wealth managers should look for when digitising client relationship management bit.ly/3p4yMse #WealthTech #FinTech #wealthmanagement @WealthObjects

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Top Global Fintech & Tech Influencer • Trusted by Finserv & Tech Global • Content & Influencer Services • Advisory for Digital Transformation • Speaking

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The Modern Financial Services CRM with a linked Client Portal to centralise all your information and engage with clients and colleagues better digitally

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Intuitive CRM and Client Portal helping wealth and investment firms eliminate multiple tools, reduce costs and improve client experience. #wealthmanagement

@wealthorganiser @wealthorganiser

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ide mengo @MycoZomba

173 Followers 986 Following yes

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Research Consultant at @f_trc #AdviserTech, #WealthTech & #Fintech @advisersoftware - All you need to know about software for financial advisers, in one place.

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Powering the future of the digital economy in Europe. Curious to explore the opportunities? Reach out to info@xfw.amsterdam.
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Amsterdam FinTech Wee... @XFinTechWeek

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Intuitive Adviser CRM and planning software with an elegant Client Portal to flexibly deliver advice in-person, digitally or in a hybrid manner. #FinTech

AdviceObjects @AdviceObjects

33 Followers 64 Following Intuitive Adviser CRM and planning software with an elegant Client Portal to flexibly deliver advice in-person, digitally or in a hybrid manner. #FinTech

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AnAr Solutions specialize in Custom Software Development, creating software systems that can assist you in increasing your revenue and productivity.

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IAWMC is a niche management consulting firm servicing wealth managers, private banks, family offices, asset managers, software vendors & service providers.

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We regulate financial services firms and markets in the UK, setting standards for firms to meet and holding them to account.

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Global IBU Head for Banking @SAP #banking #blockchain #fintech #IoT #cloud #AI #cryptocurrency #tech #innovation All views are mine!

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