WealthOS is a cloud-native operating system that offers future-proof, frictionless technology infrastructure to build and run the next generation of savings, investment and retirement products 3x faster and 40% cheaper.

The Challenge

Existing core wealth platforms are built to run analogue experiences. Building digital products on them is slow, expensive and high maintenance. The economics of legacy architecture discourages organisations from pursuing new ideas and evolving.

The Solution

The WealthOS unified platform provides the cloud infrastructure, operational and regulatory features, business logic, external integrations and API connectivity to build and run wealth products like trading apps and robo-advisors.

With WealthOS we believe

  • You can implement 3x faster
  • With no extra cost you get 99.9% up time
  • Your total cost of ownership is 40% 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.
  • Optimise tech and operational costs – we reduce the costs of service, change management and maintenance, leaving more money to be spent on client acquisition.
  • Unlock growth potential – we provide scale benefits and resiliency to firms of any size, with integrations that open new distribution channels.
  • 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.

The Importance

We are the next generation wealth management infrastructure stack for an industry that is seeking modern solutions to rapidly adopt digital wealth management trends.

Our cloud-native design eliminates upfront hardware costs and effort to get the platform set up. No need for physical data centres or expensive hosting. Serverless computing allows resource usage to be exact and for it to increase and decrease in line with demand. This reduces costs and is good for the environment!

Maintenance is fully taken care of and is covered in our SaaS fees. Features are made digital-ready by orchestrating and wrapping in APIs. Buyers only need to focus on the digital experience.

At present, platform technology for wealth, require weeks of expensive & human intensive work to get their product deployed into a test environment with the appropriate configs. Once deployed, it takes years of painstaking development work and millions of pounds to build very simple digital wealth features. Once live, a huge amount of further money must be spent keeping the lights on – software  upgrades, bug fixes etc. WealthOS in comparison lets you set up a sandbox in minutes. All of the development is done and presented as APIs for digital features to be connected and all of the infrastructure and maintenance is looked after.

Simply put, WealthOS reduces the time taken to get rich and highly innovative digital wealth management products to market at least at a third of the time and half the cost compared to platforms built on analogue, on-prem and insular technologies.

Next steps

If you’re thinking about digital wealth products, such as automated digital wealth, trading apps, digital direct indexing, retirement planning, and drawdown apps, or any other type of innovative wealth proposition, get in touch with us we look forward to bringing your innovation to market at an affordable rate and a lightning-fast pace.

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