Modern Wealth Management Platform: With Integrated CRM and Client Experience Portal
Our highly secure white-label platform provides an intuitive Company Manager Portal and an engaging Client Investor Portal, enabling firms to operate their entire client workflow management efficiently and deliver superior online customer experience.
Company Details
- Employees
- 14
- Founded
- -
- Address
- London, England, Gb
- Phone
- +44 (0) 20 3355 6388
- in****@****cts.com
- Industry
- Technology, Information And Internet
- Website
- wealthobjects.com
- Keywords
- SaaS, B2B, Wealth Management Software, CRM for Financial Services, Advisor Software, Self-service Investor Customer Portals, WealthTech, InvestTech, AdviceTech, Advisor CRM, Financial Planning, Portfolio Management, Digital Advice, Direct Investing Software.
- HQ
- London, England
Wealthobjects Questions
Wealthobjects's helpline number is +44 (0) 20 3355 6388
Wealthobjects's website is wealthobjects.com
Wealthobjects's LinkedIn profile is https://uk.linkedin.com/company/wealthobjects
Wealthobjects has
14 employees.
View email and phone details for 14
employees at Wealthobjects.
Wealthobjects's industry is
Technology, Information and Internet
Wealthobjects's top competitors are
Kshema General Insurance Limited,
Thewealthworks Limited,
Skillrecruit,
Ocorian,
Axyon Ai,
Turns,
Bi Labs Inc,
Finerative,
Aithinkers,
Adviceobjects.
Wealthobjects's support email address is info@wealthobjects.com
Wealthobjects's categories are Technology, Information and Internet
Wealthobjects's founding year is 2015
