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Product Overview

WEALTH IN ONE: A FULLY HOSTED FRONT-TO-BACK INVESTMENT SOLUTION


In this period of increased regulation, against a backdrop of clients expecting more and faster, Wealth Managers are needing to create innovative approaches to both keep pace and enhance their competitive advantage through digital client engagement. Objectway understands this and is actively supporting its customers meet these goals.

Objectway, with its award winning wealth management software, has been supporting its customers to do just this for over twenty five years with the deployment of technologically advanced solutions to the financial services industry.

"Wealth in One" has recently been launched as one such solution, with Objectway's celebrated eXimius Portfolio Manager, its Altimis clearing & settlement system and its digital client engagement software, Conectus. Offered as a fully integrated and fully hosted solution, "Wealth in One" provides a reliable, functionally rich platform with high levels of straight through processing that enable you as a Wealth Manager to focus on delivering service excellence to your clients. The addition of the new client engagement software, Conectus, to Wealth in One will transform the way you and your clients engage. Starting from client prospecting through the digital on-boarding process to ultimately providing clients with an up to date portfolio view and electronic reporting, all fully supported by two award winning products.

"Wealth in One" is one solution, delivered as one service from one vendor and designed to fully support every aspect of your business.

Please contact Objectway to see how we partner with our customers to build trusted relationships with our long-term customers that allow them to concentrate on the challenges facing them and their industry.