The Operating System for Digital Wealth Management

The cloud-native wealth management SaaS

With WealthOS we believe

You can
implement

3X

Faster

With no extra
cost you get

99.9%

Up Time

Total cost of
ownership

%

Cheaper

Our value proposition

Rapid and easy development

Our modular architecture and Unified API provides all the building blocks to assemble, test and deploy your digital wealth products at pace.

Unlock growth potential

We provide scale benefits and resiliency to firms of any size, with integrations that open new distribution channels.

Optimise tech and operational costs

We reduce the costs of service, change management and maintenance, leaving more money to be spent on client acquisition.

Improve client servicing and acquisition

We help you cater to the evolving needs of a multi-generational clientbook, through product expansion and omni-channel servicing.

Our comprehensive feature set allows organisations to run digital wealth products on a single platform

Customise our modular platform to fit the exact needs of your proposition