WealthXcel by Tiller.

Digital solutions for
regulated businesses.

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Jump Start Change.

What we do.

We design and build digital client experiences and intuitive solutions to help ambitious regulated firms tackle the big challenges facing their business. With a heritage in wealth management, our team understands the nuanced complexity of the checks and processes required across the lifecycle of client engagement in a regulated environment. Our technology platform, WealthXcel, lets you automate workflows and processes. We help firms leverage prebuilt, customisable solutions, or deploy their own, making them more productive and accelerating their digital transformation.

Real Solutions.

Tough isn’t it?

Ever-evolving regulation and client expectation is driving change in how you operate and interact with your customers - particularly since COVID-19.

Broadly speaking, adoption of technology can help improve processes, operations and transform client experience for the better.

The trouble is getting it right. With a full lexicon of technical terms and business-speak, navigating your way through the 'buzzword bingo' that is wealth and investment technology can prove tricky. We're here to cut through the noise and offer real solutions to help you tackle the big challenges.

Delivering Success.

How we can help.

Reduce Costs

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

Stay Competitive

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

Enhance Client Experience

Delight customers with intuitive omni-channel experiences. Exceed expectations, raise engagement and simplify operational processes.

WealthXcel.

Our solutions.

Run a better, more efficient wealth management business.

WealthXcel Connect

A seamless series of client-facing modules that can be joined together to create best in class wealth journeys.

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WealthXcel Onboard

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

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WealthXcel Construct

Automated portfolio suitability monitoring, rebalancing and optimisation.

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Who we are.

We’re 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 software to help regulated businesses innovate and grow.

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Integrations & Partnerships.

Working with the tools and companies you know.

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With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

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With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More

Heading

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More

Heading

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More

Heading

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More

Heading

With our heritage in wealth management, we naturally work with wealth managers, private banks, asset managers and IFAs.

Learn More
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Our latest news

Read latest company news, product updates and development of WealthXcel.

Press Releases
May 7, 2021

Mattioli Woods Partners With Tiller To Develop Its Digital Platform

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Articles
May 7, 2021

It's time for Wealth Managers to embrace digital and be truly omnichannel

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See what WealthXcel can do for you.