Products

From an extensive suite of APIs to a customised end to end platform, WealthObjects has products to meet the needs of every type of financial institution. All of our products are created to be asset class, geography, currency and back-end system agnostic to provide maximum flexibility.

WealthTech Platform that not only improves your efficiency but scales your business up and attracts clients. WEALTHARC's innovative digital technology empowers you to grow AuM, automate processes and meet new regulatory challenges.

WealthCloud® is a comprehensive marketing platform designed specifically for financial advisors and wealth managers to enhance client engagement and streamline communication. By integrating various digital tools, WealthCloud® enables advisors to deliver personalized experiences that foster client loyalty and drive business growth. Key Features and Functionality: - Website Builder: A user-friendly content management system (CMS) that allows advisors to create and manage mobile-friendly, accessi

WealthRabbit is the first digitized platform designed to make SIMPLE IRA management effortless. Our platform is designed to simplify retirement planning with exclusive features that make managing your SIMPLE IRA easy. You can learn more at https://www.wealthrabbit.com.

WealthBee's Enterprise offering enables businesses to integrate a comprehensive financial analytics system directly into their own websites. This solution supports a wide range of financial instruments, including U.S. stocks, options, futures, and various other assets. Key features include customizable dashboards, detailed trade and portfolio analytics, and robust API access for trade and position management. This empowers businesses to provide sophisticated trading insights and analytics within

WealthForce.ai is a BIAN-compliant, revolutionary offering designed to enhance the productivity of Relationship Managers (RMs), while ensuring hyper-personalisation in each customer’s wealth journey. This wealth management platform has AI tools embedded at relevant touch-points of both the RM and customer journeys.

WealthPulse is a wealth data intelligence platform built for RIA firms and wealth management organizations. It unifies data from multiple custodians and vendors into a single platform, eliminating the need to manually reconcile data across portals and spreadsheets. Advisors get a consolidated view of their book of business with real-time alerts for portfolio drift, attrition risk, and relevant market events. Operations teams monitor data ingestion health and KPI performance across the firm, whil

WealthLens is an AI-driven mortgage advisory platform that generates client strategies from a property address in about one minute. The platform operates across devices, allowing advisors to create and present loan strategies on smartphones or tablets. WealthLens offers five loan strategy types and 22 analysis modules for financial comparisons. The Strategy Architect feature uses AI to draft client-ready plans during conversations. WealthLens displays purchase, refinance, cash-out, DSCR, a

WealthFluent is a personalized financial decision platform for self-directed and strategic investors, delivered as subscription SaaS hosted in the cloud. What it does - Account aggregation: connect assets and liabilities in a read-only dashboard (bank, brokerage, retirement, loans, and more where supported). - Financial Wellness Score: a score-based view of overall financial health alongside planning tools. - Lifetime Wealth Planning: model goals and milestones and produce a personalized, inves

WealthERP is a comprehensive wealth management platform designed for financial advisors (IFAs), portfolio management services (PMS), family offices, registered investment advisors (RIAs), and wealth managers. It offers portfolio tracking, financial planning, risk analysis, and client engagement tools to streamline investment management. With real-time insights, automated reporting, and compliance support, WealthERP empowers financial professionals to enhance efficiency, optimize portfolios, and

VT Digital - Where Custom Software, AI & Business Growth Connect VT Digital is a trusted software development company headquartered in Sydney, with over 12 years of experience and a 5-star rating on Clutch. We partner with startups, SMEs, and enterprise businesses across Australia to design, build, and scale digital solutions that deliver measurable results. What sets us apart is how we work. We embed ourselves in your business challenges, align technology decisions with commercial outcom

Krita is a free and open-source digital painting and 2D animation software designed for artists of all levels, from beginners to professionals. It offers a comprehensive suite of tools tailored for illustrators, concept artists, comic creators, and animators, enabling the creation of high-quality artwork across various platforms, including Windows, macOS, Linux, Android, and ChromeOS. Key Features and Functionality: - Advanced Brush Engine: Krita provides a diverse range of brush engines, allo

HSA Bank, a division of Webster Bank, N.A., specializes in administering consumer-directed healthcare accounts, including Health Savings Accounts , Flexible Spending Accounts , and Health Reimbursement Arrangements . With over 20 years of experience, HSA Bank serves more than 3 million individuals and 30,000 employers nationwide, offering a comprehensive suite of tax-advantaged accounts designed to help individuals and organizations manage healthcare expenses effectively. Key Features and Func

Envi, created by Inventory Optimization Solutions (IOS), builds and markets web-based supply chain solutions. For 20 years we’ve been 100% focused on healthcare supply chain. Our applications help maximize the efficiencies possible in the supply chain, from manufacturer, distributor, to healthcare provider, by utilizing the internet as a communications and procurement medium and providing access to collaborative inventory management tools. Many healthcare organizations are struggling to balance

GoVida enables businesses to digitize their employee wellbeing strategy. The platform improves the physical and mental health of colleagues whilst delivering measurable improvements to employee engagement and productivity. GoVida has been designed to proactively improve the wellbeing habits of users and make a real impact on their lives. Each individual has huge potential and we seek to support their wellbeing and create a positive mindset allowing them to thrive. One of the key challenges in d

Verbix Analytics is a cutting-edge AI-powered call analytics solution designed to transform recorded conversations into actionable business intelligence. Whether you're running a call center, sales team, or customer support operation across industries—from healthcare and finance to e-commerce and HR—Verbix delivers clarity and insight from every interaction. Key Features Call Transcription Convert audio calls into text and analyze after the call ends—with high accuracy, speaker differentiati

SearchBlox Search Server is an advanced enterprise search solution that leverages artificial intelligence to index and analyze data from over 300 sources, delivering highly relevant search results swiftly. Designed for sectors like government, finance, and healthcare, it enhances data accessibility and operational efficiency. Key Features and Functionality: - AI-Driven Search: Utilizes machine learning models to personalize search results, adapting to user queries and content for improved rele

ShiftWise delivers total contingent workforce solutions for healthcare via proprietary web-based applications, custom staffing and consultative support services. Automate all aspects of clients contingent workforce management process.