��# WealthKernel - Powering Digital Investing We provide the building blocks to power any digital investing offering; from client onboarding and trading, to portfolio management and custody, all over API. ## User Onboarding and Account Management - [User Onboarding](https://www.wealthkernel.com/services/onboarding): Digitally onboard clients with a streamlined process that enhances user experience and compliance. - [Accounts](https://www.wealthkernel.com/services/accounts): Overview of various investing account types available for clients, tailored to meet diverse investment needs. - [Account Funding](https://www.wealthkernel.com/services/account-funding): Supported payment methods for funding accounts, ensuring flexibility and convenience for users. - [Transfers](https://www.wealthkernel.com/services/transfers): Process for transferring assets into WealthKernel, facilitating easy asset management for clients. ## Custody and Asset Management - [Custody](https://www.wealthkernel.com/services/custody): Secure custody solutions for client assets, ensuring safety and regulatory compliance. - [Portfolio Management](https://www.wealthkernel.com/services/portfolio-management): Tools and services for managing client portfolios effectively, optimising investment strategies. ## Trading Services - [Trading](https://www.wealthkernel.com/services/trading): Trading service via our Orders API, enabling efficient execution of trades and access to market data. - [Transaction Reporting](https://www.wealthkernel.com/services/transaction-reporting): Comprehensive reporting of securities traded on our platform, aiding in transparency and compliance. ## Regulatory and Compliance - [Appointed Representative](https://www.wealthkernel.com/services/appointed-representative): Guidelines for conducting regulated activities under a Principal, ensuring adherence to legal standards. - [Regulatory](https://www.wealthkernel.com/regulatory): Overview of the regulatory environment affecting WealthKernel and its operations, providing insights into compliance requirements. ## Investment Products and Services - [Savings](https://www.wealthkernel.com/services/savings-accounts): Information on FSCS-protected easy-access accounts, offering secure savings options for clients. - [Section 21 Approver](https://www.wealthkernel.com/services/section-21-approver): Guidelines for marketing investment products in the UK, ensuring compliance with local regulations. - [Fractional Trading](https://www.wealthkernel.com/use-cases/fractional-trading): Details on fractional trading options, allowing clients to invest in portions of assets. - [Robo Advisor](https://www.wealthkernel.com/use-cases/robo-advisor): Automated investment advisory services that cater to various client profiles. - [Money Market Funds](https://www.wealthkernel.com/use-cases/money-market-funds): Information on money market funds available through WealthKernel, providing liquidity and safety. - [Direct Indexing](https://www.wealthkernel.com/use-cases/direct-indexing): Insights into direct indexing strategies, allowing for personalised investment approaches. - [Embedded Investing](https://www.wealthkernel.com/use-cases/embedded-investing): Solutions for integrating investment services into existing platforms, enhancing user engagement. ## API and Technical Resources - [Our API](https://docs.wealthkernel.com/): Comprehensive documentation on WealthKernel's API, enabling developers to integrate services seamlessly. - [API Guides](https://docs.wealthkernel.com/docs/guides/00bae3542c05d-welcome-to-the-wealth-kernel-guides): Detailed guides for utilising the API effectively, covering various functionalities and use cases. - [System Status](https://status.wealthkernel.com/): Real-time updates on the operational status of WealthKernel's systems, ensuring transparency and reliability. ## Company Information and Support - [About Us](https://www.wealthkernel.com/company/about): Information about WealthKernel, its mission, and the team behind the platform. - [Contact Us](https://www.wealthkernel.com/enquiries): Contact information for inquiries and support, facilitating communication with WealthKernel. - [Complaints Process | WealthKernel Customer Support](https://www.wealthkernel.com/complaints): Outline of the complaints process for clients, ensuring issues are addressed promptly. ## Additional Resources - [Case Studies](https://www.wealthkernel.com/case-studies): Real-world examples of WealthKernel's impact and success stories from clients. - [News and Media](https://www.wealthkernel.com/news-and-media): Latest updates and media coverage related to WealthKernel and the digital investing landscape. - [Blog](https://www.wealthkernel.com/blog): Insights and articles on trends in fintech and digital investing, providing valuable information to clients and partners. - [Careers](https://www.wealthkernel.com/careers): Opportunities to join the WealthKernel team, highlighting the company culture and available positions. ## Recognition and Compliance - [Financial Conduct Authority, no. 723719](https://register.fca.org.uk/s/firm?id=001b000002090oWAAQ): Regulatory information regarding WealthKernel's compliance with financial regulations. - [ISO 27001:2022](https://cdn.prod.website-files.com/60dee70f5b4eb4b1921e29e2/6762abf99f7ca93fa0574847_WealthKernel%20-%20ISMS2K22.pdf): Certification details demonstrating WealthKernel's commitment to information security management. - [Top 100 WealthTech](https://fintech.global/wealthtech100/): Recognition as one of the top wealth technology companies, showcasing industry leadership. - [Fintech 3.0](https://technation.io/): Insights into the evolution of fintech and WealthKernel's role in this transformation. - [Fintech Awards London](http://www.fintechawardslondon.com/): Information on awards and recognitions received by WealthKernel in the fintech space.