Digital solutions for wealth managers.

Tiller is a leading wealth technology (WealthTech) provider, delivering digital wealth solutions to wealth managers and private banks who want to perfect their client journey. Their flagship platform, WealthXcel, is the go-to for ambitious regulated companies looking to transform their business with beautifully designed client experiences and intuitive solutions.


With a wealth management heritage, the Tiller team understands the nuanced complexity of the checks and processes required across the lifecycle of client engagement in a regulated environment. Tiller’s technology platform, WealthXcel, makes solving the big problems simple.


Modular apps for digital wealth management:


WealthXcel ‘Connect’ – Omni-channel wealth tools

Seamless series of client-facing modules joined together to create a best in class wealth journey. Fully digital or blended for a hybrid approach to fit your company’s needs. Modules can include automated onboarding, attitude-to-risk, product selection (inc. risk management), online portal and on-demand reporting.

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WealthXcel ‘Onboard’ – Digital client onboarding

Sign up anyone, at any time from anywhere, securely. ‘Onboard’ is a secure scalable system to collect, check and verify customer information digitally. Automatically run AML and KYC processes in seconds – no more paperwork or form filling for you or the client. Remove the need for face-to-face processes via remote client self-serve.

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WealthXcel ‘Construct’ – Portfolio risk suitability

Construct provides a flexible systematic framework for monitoring risk suitability. Construct monitors portfolio-risk drift, facilitates rebalancing and optimisation of portfolios automatically. Designed to be used by both the investment team and the end client.

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To book a demo or chat with the team at Tiller please follow the link below to their website:

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