4 MARCH 2015 AT 11:00 AM CET

DIGITISATION IN PRACTICE

TRANSFORMING INVESTMENT SERVICES FOR AFFLUENT CLIENTS

Will present their new study examining the rise of digitisation in the affluent wealth and investment management industry. The report documents the impact of digitisation on advisor-investor relationships and identifies best practices for implementing digital technologies for affluent investment management activities. The webinar will also include case studies of financial services providers that have adopted digitisation  to transform their customer experience, regulatory compliance, and operational efficiency.

OBJECTWAY'S NEXT GENERATION INVESTMENT MANAGEMENT PLATFORM

Illumas is a breakthrough platform for modern investment management that will seem light years ahead of your current system.


Objectway acquires 3i Infotech Western Europe, a leading Back Office Provider in the UK.

The UK is the largest EMEA market for our products and of course an important market for our future growth and development.

OBJECTWAY IS DELIGHTED TO ANNOUNCE THE
NEW VERSION OF EXIMIUS PORTFOLIO MANAGER

EXIMIUS 5.5.4

New features and modules:

EXPORTING
CORE DATA

MARGIN
PRODUCTS

INVESTMENT
PROPOSAL

PORTAL AUTH
VIA VASCO

ALGORITHM
ORDERS

FUND
FACTSHEET

WealthSelfy

WE KNOW YOU WORKED HARD
TO SAVE YOUR MONEY!

WealthSelfy will guide you through an easy investment journey so you can realise your goals and dreams.

WHITE PAPER

THREE FORCES
AFFECTING WEALTH
MANAGEMENT
GROWTH AND
SUCCESS IN EUROPE

DISCOVER why
JM Finn
chose eXimius
for its
new Total
Wealth Solution

SERVING YOUR
CLIENTS ANYTIME
AND ANYWHERE

Wealth Apps provides advisors with a set of Apps to fully manage and enhance customer relationship effectiveness while on the move.