WealthOS - The operating system for digital wealth management.
WealthOS is a comprehensive recordkeeping system with a core of the fundamental components required to run a modern, and compliant digital wealth value proposition of any flavour. Around this core, other key feature modules orbit, such as engines for tax wrapper rules, portfolio and rebalancing, custody and the fees and billing to name but a very few.
WealthOS is a comprehensive recordkeeping system with a core of the fundamental components required to run a modern, and compliant digital wealth value proposition of any flavour. Around this core, other key feature modules orbit, such as engines for tax wrapper rules, portfolio and rebalancing, custody and the fees and billing to name but a very few.
I have an idea for a wealth management product that I want to test out, and I want to raise funding.
I have raised funding, and I am ready to launch my MVP
Implementation Fee - Dependent on customisations and dedicated team involvement from WealthOS
Annual Fee - Low minimum fee
