WealthKey
Built to fit. Designed to grow.
Wealth management, without the limitations
Whether you’re an established wealth manager modernising operations or a digital business launching a new proposition, Wealthkey provides you with the tools to design, launch and scale a wealth solution on your terms.
WealthKey is a modular wealth management solution designed for financial firms that need both flexibility and reliability.
Developed by Quai Digital and powered by WealthOS, it combines regulatory expertise, operational excellence, and modern cloud technology.
WealthKey modules
Pick and mix capabilities and components
Select the services and components that are right for your business.
Investment wrappers
- SIPP
- Personal pension
- Workplace pension
- Junior pension
- GIA
- ISA, LISA & JISA
Regulatory services
- Pension trustee
- ISA plan manager
- Product governance & oversight
- Provision of custody services
Operational support
- Client implementation
- Product administration
- Investment administration
- Regulatory reporting
- Client & adviser support
Technology and infrastructure
- Cloud-native technology
- Unified API (inc. WebSockets, REST APIs, & more)
- Regular, fully regression-tested releases
- Built-in infrastructure maintenance
- Automatic infrastructure scaling
- Developer-friendly documentation & support
Portals
- Client and adviser portals
- Customer portal
- Pension transfer portal
- Guided execution-only drawdown portal
The WealthKey advantage
WealthKey combines industry insights and technology in a flexible, modular solution, helping you design, launch, and scale wealth services with choice, control, and cost-efficiency. Focus on client relationships and business growth while WealthKey takes care of the complexities of compliance, operations, and technology.
Choose services that are right for you
From regulatory support to client portals and investment wrappers, all the expertise, operational excellence, and cloud technology together in one solution.
Gain cost-efficiency by design
Only pay for what you need then simply add services as you grow. Start lean, scale efficiently, and optimise through automation and right-sized services.
Reach the future faster
Cloud-native for agility in evolving markets. Our unified API simplifies design, development, and delivery—helping you create the experiences clients expect.
Experience WealthKey now
Request a demo or get in touch to see how WealthKey capabilities fit your specific wealth management requirements.
WealthKey numbers that matter
£2bn
in assets under administration
3x
Scale wealth management services up to 3x faster
40%
Design, develop, and deliver services 40% cheaper than traditional systems
260,000
Customer accounts and counting
Everything you need. Expertise included.
WealthKey is backed by experts who know what underpins success in today's market.
Built to create agility for any size of financial firm, whether you’re an established provider or digital-native wealth manager. Wherever you start from, you can modernise, automate, and validate new propositions in weeks, not months.
Developed by Quai Digital’s deep experience in pensions, investments, and wealth management, and powered by WealthOS's technology.
Request a demo or get in touch to explore the WealthKey difference.
