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Wealth Platform

A standalone investment platform, white labelled so you can use your own brand. It provides access to administrators, discretionary managers, advisers, charities and retail investors as required. This end-to-end solution includes our portfolio modelling, asset slicing and dual authorisation products.

The WBS Wealth Platform solution is a complete end-to-end technology driven on-line platform. Whether you have one client or 100,000 clients, WBS will take care of your client journey. Reduce the administrative and technology burden to your business from sign-up to investment, ongoing management to end of year reporting, and everything in between.

The solution provides segregated dealing, settlement and custody services for wealth management providers, discretionary investment managers (DIMs) and charities by using our full proprietary suite of services. The corporate site allows your staff customisable access to our asset servicing and client management tools. And the retail site gives your clients a seamless view of their portfolios, documents and enables live execution of orders. All tailored to your specifications.

As well as our core dealing, custody, settlement and asset servicing functionality, the WBS corporate and retail platforms also offer:

•    portfolio modelling
•    asset transfers 
•    multi-asset trading
•    multi-level access & authorisation
•    P&L management
•    statement viewing

Services include

Your business can also choose from a wide range of additional services to enhance your proposition and customer experience.