WealthOS

WealthOS is a cloud-native enterprise Software-as-a-Service (SaaS) platform designed to accelerate digital adoption and innovation in the wealth management industry. Built on cutting-edge serverless technology on Amazon Web Services (AWS), the platform eliminates upfront hardware costs and the need for physical data centers or expensive hosting. Its serverless computing capabilities allow resource usage to scale up or down in line with demand, reducing costs and environmental impact.

The platform offers a comprehensive suite of core wealth management functionalities, including investor onboarding, Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, payments and transfers (cash and asset transfers), securities trading, portfolio management, tax wrapper administration, fee computations, regulatory reporting, client communications, and record-keeping. These features are made digital-ready by orchestrating and wrapping them in well-designed REST APIs with a strong focus on documentation.

WealthOS aims to streamline the deployment process for wealth management products, reducing the time and cost required to bring rich and innovative digital offerings to market. While traditional platforms require weeks of expensive and labor-intensive work to deploy and configure in a test environment, WealthOS allows users to set up a sandbox in minutes, with all development work presented as APIs for digital features to be connected.