@WealthObjects

Financial CRM and white-label Client Portal for Financial Advisers, Wealth and Investment Managers. #WealthTech #InvestTech #FinTech

 London, England
wealthobjects.com
Joined September 2015
  • Tweets786
  • Following431
  • Followers465
75Media
.@WealthObjects have reached the #WealthTech100 list for 2022. Congratulations! Find the full list here: fintech.global/wealthtech100… #WealthTech #WealthTech100 #FinTech
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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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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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Congrats to @WealthObjects for being listed in the #WealthTech100. Check the full list out here: fintech.global/wealthtech100… #Wealth #WealthTech
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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@advisersoftware14 Jul 2021
This is the first in a daily series of studies to help understand the wide range of #advicetech options open to you. @AdviceObjects is featured in the #practicemanagement, #clientportal & #cashflow sections on our #AdviceTechHub. Click for more details! bit.ly/3wyZBba
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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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Six trends in digital wealth management for the next decade bit.ly/36cB955 #WealthTech #FinTech #Weallthmanagement @WealthObjects
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What wealth managers should look for when digitising client relationship management bit.ly/3p4yMse #WealthTech #FinTech #wealthmanagement @WealthObjects
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Replying to @etfgi
@etfgi's Deborah Fuhr moderates our panel of experts from @moneyfarmUK, @blackrock, @WealthObjects & @saxobank in a discussion about 'where we are today and where are the opportunities going forward'.. @cfconferences #RoboAdvice
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Our final panel of industry experts from @Raisin_UK, @ScalableCapital, @AtomInvest1 & @WealthObjects discuss #RoboAdvice from the perspective of Fintech start-ups & established financial institutions.. @cfconferences
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We are pleased to announce that @WealthObjects are sponsoring #RoboAdvice on 20th September! They are an award winning digital wealth technology solutions provider powering the most forward-looking financial institutions. Find out more here: cityandfinancialconferences.…
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WealthObjects retweeted
MySQL
@MySQL20 Jun 2018
WealthObjects, a FinTech company, relies on #MySQL Enterprise Edition to deliver their innovative W-Saturn platform.  The platform required the highest scalability, security, and performance, that only #MySQLEE could deliver.  Learn more. ora.cl/bu52A
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WealthObjects retweeted
Amrit_growth@AmritGrowth1 Feb 2018
Some great companies looking to revolutionize wealth management @roboinvestor @objectway_fs @WealthObjects @aixigo @Yodlee @paulresnik
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The #ROBO18 conference is tomorrow & I look forward to chairing a panel with a great speaker line-up @objectway_fs @ENVintel @aixigo @paulresnik @WealthObjects about empowering #investors & #advsiors...Should be a good day! #roboadvisory #WealthManagement #digital @roboinvestor
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Keynote panel II What’s driving the high-degree of interest in robo-investing? @landg_business @moneyfarmUK @wealthify_com @WealthObjects
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6 days to go until #RoboAdvice @HSBC_UK @BankingTechno @fintechf @thefintechtimes @InnFin @Level39CW @risksavetech @wealthobjects @I_E_O
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#RoboAdvice updates on site! Premier sponsor @HSBC_UK supported by @BankingTechno @fintechf @thefintechtimes @RiskSaveTech @WealthObjects
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WealthObjects retweeted
AltFi@AltFiNews3 Oct 2017
Big opportunity for pensions for #welathtech? We find out from @netwealth @moneyfarmUK @wealthwizards & @WealthObjects. #AltFiWealthTech
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Grand Hall 12:30-12:45: Meet Wealth Objects, client-centric B2B Robo Advisory Platform & more Europe2017.FinTech.nl #EFTA17 @WealthObjects
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Join @WealthObjects and other companies at #FinTechVortex marketplace to showcase your solutions! bit.ly/2tNb5aM
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