Upgrade your offering.
Your clients want a better experience, your managers and advisers are being stretched too thin with more clients to manage, and your clients and advisers are both demanding lower fees.
Here’s how WealthXcel can help:
Helping you reduce costs.
Save time and costs of managing regulatory challenges, onboarding and reporting by up to 90%.
Stay competitive with your existing clients.
We’ve built our platform to enhance the experience for your existing clients and effortlessly meet the demands of the next generation.
Make your investment experts efficient.
Focus your critical investment and client facing experts by allowing our platform to take care of the smaller portfolios.
Why WealthXcel.
Our unique edge is that our 30 years’ experience as investment managers puts end clients at the heart of our offering.
Our platform is used by an FCA authorised investment company. It has been designed around the end client first and foremost, ensuring best-in-class user experience.
This is why the wealth industry chooses us:
- White label your client portal and other client facing services
- Rapid, entirely digital, low cost client on-boarding
- Personalised and actively managed discretionary portfolios based on your own investment process and models
- Dynamic real-time client reporting
- Fully integrated back office
- Top quality custody management
- API driven, open architecture, deployed in the cloud for scalability
*For WealthXcel Complete and Transform deployment models, as provided through FCA Authorised and Regulated, Tiller Investments Ltd.
Cutting edge technology.
We are wealth managers that have embraced the best of technology to bring the best-in-class digital wealth solution.
Fully digital onboarding.
Our advanced technologies combine the required steps to determine a client’s suitability for a product, with the ability to perform ID document authenticity verification, biometric video facial comparison and multi-jurisdiction background source compliance checks, all online.
Highly efficient and scalable hosted solution
Our services were built with the expectation that they would need to work with wealth managers’ existing systems and processes. We have built WealthXcel so that it can be customised to specific needs with a flexible interface abstraction layer to simplify its integration with their existing systems.
Flexible and extensible architecture
WealthXcel services are all built from the ground up to take maximum advantage of the scalability, reliability and enterprise grade security afforded by a fully cloud hosted solution. Because our solutions were custom built in-house we employ no legacy third party software or convoluted architecture which can be prone to performance and security issues.
Make the right choice.
We know everyone's needs are different.Pick the right version of WealthXcel for you:
WealthXcel Onboard
You want to fully digitise and streamline your client onboarding, reducing time to onboard, improving client engagement and internal efficiency.
Find out more
Onboard clients in minutes rather than days.
- White-labelled digital platform
- Wealth manager’s investment process and module
- WealthXcel Onboard module integrated with wealth manager’s CRM, back office, resources and custody model
Key benefits:
- Quick to market compared to self-build
- Integrates with existing CRM and back office systems
- Save up to 90% of the cost of manual onboarding
- Continued utilisation of wealth manager’s systems & resources
This service is offered through Tiller Technologies Limited.
WealthXcel Connect
You want to offer a digital experience to your clients using our front-end whilst using your existing operating platform.
Find out more
Your client front-end fully branded using our portal.
- White-labelled digital platform
- Wealth manager’s investment process and models
- WealthXcel platform, integrated with wealth manager’s back office, resources and custody model
Key benefits:
- Quick to market compared to self-build
- Requires integration with existing systems & operating procedures
- Operational efficiency & margin improvement
- Continued utilisation of wealth manager’s systems & resources
This service is offered through Tiller Technologies Limited.
WealthXcel Transform
You want to keep the investment management process in house and outsource custody and operation of the platform to us.
Find out more
Benefits of a digital client portal using your investment process and our operating platform.
- White-labelled digital platform
- Wealth manager’s investment process and models
- WealthXcel platform and resources
- Choice of wealth manager or Tiller back office and custody model (SEI)
Key benefits:
- Quick to market because of lower amount of integration work
- Less disruption to existing systems & operating procedures
- Lower running cost
- Sidesteps some legacy system shortcomings
This service is offered through Tiller Investments Ltd. Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Firm Reference Number 793479.
WealthXcel Complete
You want to outsource the entire investment management process to our platform.
Find out more
A complete digital platform deployment.
- White-labelled digital platform
- Tiller investment process and models
- WealthXcel platform and Tiller resources
- Tiller back office and custody model (SEI)
Key benefits:
- Quick to market because of lower amount of integration work
- Less disruption to existing systems & operating procedures
- Lowest running cost – highest STP
- Sidesteps any legacy system shortcomings
This service is offered through Tiller Investments Ltd. Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Firm Reference Number 793479.
Onboard clients in minutes rather than days.
- White-labelled digital platform
- Wealth manager’s investment process and module
- WealthXcel Onboard module integrated with wealth manager’s CRM, back office, resources and custody model
Key benefits:
- Quick to market compared to self-build
- Integrates with existing CRM and back office systems
- Save up to 90% of the cost of manual onboarding
- Continued utilisation of wealth manager’s systems & resources
This service is offered through Tiller Technologies Limited.
Your client front-end fully branded using our portal.
- White-labelled digital platform
- Wealth manager’s investment process and models
- WealthXcel platform, integrated with wealth manager’s back office, resources and custody model
Key benefits:
- Quick to market compared to self-build
- Requires integration with existing systems & operating procedures
- Operational efficiency & margin improvement
- Continued utilisation of wealth manager’s systems & resources
This service is offered through Tiller Technologies Limited.
Benefits of a digital client portal using your investment process and our operating platform.
- White-labelled digital platform
- Wealth manager’s investment process and models
- WealthXcel platform and resources
- Choice of wealth manager or Tiller back office and custody model (SEI)
Key benefits:
- Quick to market because of lower amount of integration work
- Less disruption to existing systems & operating procedures
- Lower running cost
- Sidesteps some legacy system shortcomings
This service is offered through Tiller Investments Ltd. Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Firm Reference Number 793479.
A complete digital platform deployment.
- White-labelled digital platform
- Tiller investment process and models
- WealthXcel platform and Tiller resources
- Tiller back office and custody model (SEI)
Key benefits:
- Quick to market because of lower amount of integration work
- Less disruption to existing systems & operating procedures
- Lowest running cost – highest STP
- Sidesteps any legacy system shortcomings
This service is offered through Tiller Investments Ltd. Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Firm Reference Number 793479.
Why partner with us.
A wealth of experience built into a ready-to-
deploy solution.
30 years' investing expertise.
An experienced team of investment, software, compliance and operations specialists.
A platform created for the end client.
We've already spent 2+ years creating a platform that focuses on client experience and your own internal efficiency, so you don't have to.
Innovative platform solution.
Combining in-depth knowledge of software development and investment expertise, our cloud-based platform is built in a secure, modern and scalable way using cutting edge technology for now and the future.
Team
A digital wealth solution built by investment professionals for investment professionals.
Ian Cadby
Co-Founder & CEO
Ian has over 30 years’ experience in managing institutional money. He was formerly Group CEO & Head of Trading at Ermitage Limited, with over 30 years’ experience in equity, bond & currency investment strategies. During his time leading Ermitage developed its own proprietary investment systems.
Jonathan Wauton
Co-Founder & CIO
Jonathan has over 30 years’ experience in investment management. He was formerly the CIO of Ermitage Group, which ran >$3Bn of hedge fund of funds portfolios managed on behalf of some of the world’s largest and most prestigious pension funds.
Simon Clark
Chief Commercial Officer
Simon has over 20 years’ experience in operations management for capital markets and wealth management businesses. He was formerly Group COO of Stonehage Fleming, the international family office and investment manager.
Mark Cadby
Chief Technology Officer
Mark has 30 years’ experience in the IT industry working in both project management and IT management roles for international financial institutions, software houses and as an independent consultant.
James A. Gordon
Chief Operating Officer
James has over 23 years’ experience in the financial services industry. James has held both Fund Supervision Manager and Senior Manager roles at the JFSC, and Compliance Officer and Market Trade Risk Analyst roles with a leading hedge fund.
News & insights
Tiller Technologies and Point Group enter technology partnership
15/08/19
Point Group, a leading financial services consultancy, has appointed Tiller as a preferred solutions partner to institutional clients looking to digitalise their wealth management proposition.
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Tiller ramps up focus on wealth management and private banking markets
02/07/19
Citywire Wealth Manager reveals the launch of Tiller Technologies and its digital wealth management platform, WealthXcel.
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Tiller launches Tiller Technologies Limited
02/07/19
Tiller ramps up its focus on the wealth management and private banking market with the founding of a dedicated business, Tiller Technologies Limited.
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What to ask your wealthtech partner
18/06/19
Our Co-Founder & CEO Ian Cadby talks to FT Adviser about what you should find out from your wealth tech provider.
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Investment Marketing and Innovation Awards 2019
16/06/19
Tiller has been named a finalist at the Investment Week Marketing and Innovation Awards 2019.
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Spotlight on Tiller
16/06/19
Citywire Wealth Manager talks to our co-founders, Ian Cadby and Jonathan Wauton, about what they're doing differently in the robo space.
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Private Banking & Wealth Management Awards 2019
06/06/19
Tiller has been named a finalist for Outstanding Front Office Digital Solutions Provider (vendor) at the Private Banking & Wealth Management Awards 2019.
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What are the key building blocks of portfolio construction?
31/05/19
Our Co-Founder & CIO Jonathan Wauton explains why digital wealth solutions need the human touch.
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WealthBriefing Awards: Tiller wins best Innovative Fintech Solution 2019
12/04/19
We have won best Innovative Fintech Solution 2019 at the WealthBriefing European Awards 2019.
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Tiller Investments among top automated advisers in the UK
26/11/18
We have been rated among the top automated advisers in the UK by F&TRC’s Digital Wealth Insights business.
Read more