The Future of Wealth Management Infrastructure: Maximizing Your Tech Stack Utilizing WealthTech-as-a-Service.

Whitepaper Highlights

The first as-a-service model for wealth management offering data aggregation, applications, and analytics

How WtaaS enhances the client experience

The power of a cloud-native, composable, and headless wealthtech platform

Cloud-native

Headless

Composable

Open catalog of discrete capabilities – data integrations, customized reporting, complex analytics, portfolio rebalancing and more. Each component surfaces through documented APIs.

Component services that natively leverage the flexibility of cloud infrastructure rather than a legacy monolithic architecture. Cloud-native WtaaS offers configurable modules that can scale.

Decoupled, API-first architecture. All core platform capabilities are exposed through documented APIs for easy integration into customized interfaces and workflows. This is possible because of the headless nature of the WtaaS model.