WealthXcel Connect.

Omni-channel digital
wealth tools.

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bringing it all together.

What is Connect?

WealthXcel Connect is a seamless series of client-facing modules that can be joined together to create best in class wealth journeys. Fully digital or blended for a hybrid approach to fit your company's needs.

shaped around you.

Modular apps for
wealth management.

Pick and choose 'Connect' modules to create the perfect digital proposition for your clients.

Digital Onboarding

A secure scalable system to collect, check and verify customer information digitally.

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Secure account creation

Out the box workflows to setup various account types dependent on mandate.

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Product selection and suitability

Intuitive attitude to risk questionnaire and product suitability checker.

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Client portal

Secure multi-device applications for clients to view and action changes to their account.

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Account management

Out the box workflows to setup various account types dependent on mandate.

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Investment management

Automated portfolio suitability monitoring, rebalancing and optimisation.

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Turning challenges into opportunity.

Opportunities of digital in wealth.

Operational efficiency

Reduce time and resources spent servicing clients. Smooth issues caused by traditional processes.

Compliance

Reduce the grunt work required to meet regulatory requirements. Straight through processing reduces data errors.

Client engagement

Delight clients with any time, on-demand services without compromising on service with intuitive omni-channel experiences.

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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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

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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faq's

Frequently Asked Questions.

Have questions? We’ve answers. If you can’t find what we are
looking for, feel free to get in touch.

See what WealthXcel can do for you.