WealthXcel by Tiller

Tackling the big challenges in wealth management.

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Who we are

We’re Tiller, a diverse team of product enthusiasts, software engineers, compliance experts and entrepreneurs with over 30 years’ experience in capital markets and a passion for building leading-edge software to help investment businesses innovate and grow quickly.



How we can help

Reduce costs

Reduce costs

From onboarding to portfolio management, our solutions save time and cost so you can focus on growing your business.

Stay competitive

Stay competitive

With no legacy technology, our platform WealthXcel lets you quickly deploy market-leading solutions to leapfrog your competition.

Enhance client experience

Enhance client experience

Create consistency and efficiency in your portfolio management approach, and let your advisors focus on serving your clients better.

Our solutions

WealthXcel Onboard

Powerful automated digital client onboarding with simple efficient workflows for a variety of account types.

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Frictionless account opening

Turn paper processes into one single efficient digital workflow allowing your clients to onboard with ease. With no legacy technology, WealthXcel Onboard is the solution of choice for digitising your onboarding.

Key benefits:

  • Client facing self-service. Includes biometric ID app and engaging interface
  • Multi entity. Support for personal, joint, legal entity and legal arrangement accounts
  • Powerful dashboard. Access information from a single interface segment by client or organisation
  • Straight through processing (STP). End to end processing of data for ID&V, without the need for re-keying or reformatting data
Book a demo

WealthXcel Connect

Flexible plug and play white-label investment platform.

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Built by wealth managers for wealth managers 

Give your clients an exceptional experience without sacrificing your brand. A client front-end fully brandable integrated with your back office, resources and custody model.

Key benefits:

  • Quick to market compared to self-build.
  • Operational efficiency & margin improvement
  • Continued utilisation of wealth manager’s systems & resources

WealthXcel Construct

Investment portfolio customisation, monitoring and adjustment for model portfolios with optional risk and suitability reporting.

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Enhance your investment process

WealthXcel Construct bridges the divide between model portfolios and bespoke discretionary portfolios. 

Key benefits:

  • Blend any non-model assets with model portfolios, while guaranteeing suitability.
  • Create comprehensive risk and suitability reporting automatically or on the fly.
  • Configurable to your investment process. Ensure consistency with centrally set constraints.
Book a demo
image

Frictionless account opening

Turn paper processes into one single efficient digital workflow allowing your clients to onboard with ease. With no legacy technology, WealthXcel Onboard is the solution of choice for digitising your onboarding.

Key benefits:

  • Client facing self-service. Includes biometric ID app and engaging interface
  • Multi entity. Support for personal, joint, legal entity and legal arrangement accounts
  • Powerful dashboard. Access information from a single interface segment by client or organisation
  • Straight through processing (STP). End to end processing of data for ID&V, without the need for re-keying or reformatting data
Book a demo
image

Built by wealth managers for wealth managers 

Give your clients an exceptional experience without sacrificing your brand. A client front-end fully brandable integrated with your back office, resources and custody model.

Key benefits:

  • Quick to market compared to self-build.
  • Operational efficiency & margin improvement
  • Continued utilisation of wealth manager’s systems & resources
image

Enhance your investment process

WealthXcel Construct bridges the divide between model portfolios and bespoke discretionary portfolios. 

Key benefits:

  • Blend any non-model assets with model portfolios, while guaranteeing suitability.
  • Create comprehensive risk and suitability reporting automatically or on the fly.
  • Configurable to your investment process. Ensure consistency with centrally set constraints.
Book a demo

Who we work with

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs. However, with applications outside the wealth management industry, WealthXcel offers opportunities for other regulated sectors to innovate and grow too.