Wealth Managers

Wealth firms can harness the power of our infrastructure and technology to launch or replatform their own white-labelled Model B investment platform or proposition.

If your investment infrastructure is a barrier to your ambitions, your AUM is fragmented across multiple platforms, or your customer needs are evolving beyond your current capabilities, get in touch with us and start the journey to owning your AUM.

At WealthKernel, you are the platform

Technology

Choose the technology setup that works best for your business.

Use the WealthKernel API to connect to your existing portal
Launch a third party portal
Use a WealthKernel UX integration partner
Custody

WealthKernel Limited is a MIFIDPRU 730k investment firm & Custodian, authorised and regulated by the FCA. A key component of our Model B proposition is full CASS outsourcing. All Client Money is held in Client Money accounts at UK banks.

WealthKernel Spain is authorised and registered in Europe with the Comisión Nacional del Mercado de Valores (CNMV) and has custody permissions.

Account Types

As an HMRC-approved ISA Manager and FCA-Authorised SIPP Administrator, WealthKernel enables firms to offer flexible investment options to their customers via a range of product wrappers.

WealthKernel can support all of the following account types in the UK.

Individual Savings Account (ISA)
General Investment Account (GIA)
Junior ISA (JISA)
Drawdown & Accumulation SIPP
Trading

WealthKernel can support a broad range of investments, including Funds, ETFs & Direct Equities. We can also offer all of our supported instruments in fractions.

Trading can be aggregated or executed in real-time to suit your business model and investment proposition.

A diagram showing how we settle our orders in GBP
Transfers

Our systems at WealthKernel are designed to handle the heavy lifting associated with transfer requests, allowing you to focus on user experience and reduce the need to spend manual resources on transfers.

Your users can benefit from a more convenient transfer process without having to navigate the complexities of transfers and different providers. This means your users get fast transfers, and you can offer electronic transfers without the operational burden.

Frequently asked questions
Does WealthKernel support client reporting for end customers?
Does WealthKernel do book migrations?  
You are looking to automate parts of the investment journey for your users by allowing them to invest in a range of securities or models