Briefly about the Tech

WealtHub is based on two ReSys platforms:

  • Dialob, a dialogue engine for creating intelligent forms etc. to interact with users in online channels. It is a tool for quick, simple creation and deployment of user-friendly online dialogues to gather the data needed for running a wealth management business. Examples of dialogues are KYC including MiFID II, product comparisons, and the client’s trading process
  • Wrench, a process and decision engine to automate business operations. It allows quick and powerful tools to create and deploy services to automate business services such as product recommendations or pricing

WealtHub (and both platforms it is based on) is an open source code solution that comes with predefined deployment packages to utilize a cloud environment like Google, AWS or Azure in a matter of minutes

WealtHub is user interface independent, allowing you to apply your own user interface or to design a new one

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