Insights - wealthostest

Featured

Portfolio Rebalance - made easy

Rebalance 100 client portfolios in three seconds. Orchestrate all trades, reconciliations and ledger keeping without lifting a finger.

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'Techsplain' APIs like a pro

APIs are becoming such a standard buzzword in wealth management and digitalisation that they've almost earned a spot on the ‘small talk’ menu.

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The 2022 WealthOS Roadmap

Last year we took our first steps toward a production-ready platform with the implementation of a series of core features.

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Product

Portfolio Rebalance - made easy

Rebalance 100 client portfolios in three seconds. Orchestrate all trades, reconciliations and ledger keeping without lifting a finger. Define portfolio rules across your entire client book and rest assured they'll be implemented with laser precision. All without writing a single line of code!

The 2022 WealthOS Roadmap

Last year we took our first steps toward a production-ready platform with the implementation of a series of core features. Some of the highlights include: Developing a multi-tenant cloud-native infrastructure to bring down implementation and operational costs for our clients

Challenging the norm

At WealthOS our entire product ethos evolves around one thing - reducing friction. This permeates all our thinking and decisions, be it in the architecture of the WealthOS modular core, the ease of our Self Sign-On process, the simplicity of the tenancy configuration design or the generation of API documentation - the driving principle is reducing friction for our users at every level.

Tech

'Techsplain' APIs like a pro

APIs are becoming such a standard buzzword in wealth management and digitalisation that they've almost earned a spot on the ‘small talk’ menu.

Careers

Internship logs - simulating order aggregation risk at WealthOS

The following is a breakdown of a problem I worked on while I was Interning at WealthOS over the summer. A bit about WealthOS, it is an API first, enterprise, core wealth management platform built to accelerate digital adoption and innovation within the wealth management industry.

Limali in Fintech-Land

When I first joined WealthOS as a product owner, I had almost zero knowledge of wealth management or of financial matters. I wasn't even that interested in the idea of finance and hadn't learned much on the subjects.

At WealthOS, we want to empower people worldwide with financial security and equitable access to high-quality wealth management products and services. We find the existing core wealth management technology options to be out-of-date and non-digital friendly.

General

Testing 1, 2, 3.

For the final segment of this series, I'm going to talk about the first ten sprints (20 weeks) of our MVP build, the evolution of our release plan and some hard hard-learned lessons.

Stop, Collaborate & Listen

In the last post From Concept to Code, my co-founder Anton talked about the great progress we've been making. We went from a proof-of-concept codebase in June to deploying productionalisable code into a sandbox environment come July.

From Concept to Code

Last week I talked about the importance of an amazing team to get a startup off the ground. So as promised for the next installment, here's a sneak peek into how WealthOS goes about taking features from concept to code.