straightforward, efficient, mobile
The quality of the relationship between the advisor and the client
is a key point to be considered when offering wealth management
services. ObjectWay has developed OWealth Apps,
a range of mobile applications that are a valuable support to the
financial advisor daily activities. The key objectives are to guarantee
maximum transparency, to reach a quick information access, a real
time reporting, a more efficient vision of the trend and investments
scenarios. Mobile Advisor's Studio offers the opportunity
to the consultant, with just a tablet from outside the office, to
prepare the meeting material (products, reports, simulations, news
and videos), analyze the status and trend of the investments, run
simulations together with the client and make financial planning
proposals for the asset management, all in real time.
The investor, using Mobile Client ActiveDesk apps,
can monitor its portfolio, perform financial planning simulations,
execute trades and recommendations anytime and anywhere.
OWealth Apps is an application portfolio, integrated and developed
to meet all the financial advisor and clients' needs OWealth Apps
is based on the ObjectWay Financial Suite platform that supports
different advisory models through the mobile and traditional channels,
using a secure Cloud architecture.
Mobile Advisor's Studio A set of applications
to supports the advisory activity and the relationship with clients.
- Portfolio Studio: suitable for the portfolio
valuation, historical analysis of risk and return of investment,
possibility to insert alert by using Stop Loss, Trailing Stop
Loss and Take Profit. The Advisors is able to research clients,
to navigate among investments, to download customized reports
and news in real time.
- Holistic CRM Studio: for the complete management
of client's personal data, using a sophisticated filtered research.
Enables the agenda meeting handling and planning. Suitable for
developing: clients' asset profiling and evaluation, an analysis
of its whole worth and the creation of a customized reporting.
- Personal Advice Studio: for the meeting material
preparation, selecting the topics and creating customized reports
The analysis of client's life objectives and investment scenarios
enables the preparation of personalized proposals
Mobile Client ActiveDesk A set of applications,
addressed to clients who want to actively manage their own portfolio
and the relationship with their Advisor
- Active Portfolio: the client can access the
portfolio from the mobile, have a detailed valuation, a performance
analysis with the possibility to insert an alert for each security.
- Active Financial Planner: the client is able
to make "what if" analysis to define the most suitable scenario,
by allocating resources, simulating life events, setting different
objectives These simulations can be shared and recalled with the
- Active Trader: the client can access markets
data, using both view and disposal modality. Information is guaranteed
in push modality, with a multilevel book. The client can either
dispose autonomously or accept and execute following the advisor's
Look at the features of the solutions
in a short video.
WHO & WHAT
Fineco Bank – UniCredit Group, with a network of 3000 Personal Financial Advisors, 865 thousand customers and 30 billion in assets under management, selected ObjectWay Financial Software to support customer management and advisory services in preparation for MiFID.
The platform includes the Personal Financial Planning, Portfolio, MiFID Adequacy and Appropriateness modules to support its advisory services.
It is a flexible and outstanding solution for the provision, through a single access point, of the functions and data necessary for customized and real-time advisory services.
The UBI Group selected ObjectWay Portfolio, ObjectWay Financial Advisory and ObjectWay ANT – Distribution Networks to support its network of approximately 1,000 tied agents, advisors, private bankers and brokers.
One of the key advantages for UBI of ObjectWay is the flexibility of the software in handling different types of fee income and expenses for the networks of each bank of the UBI Group: Financial Advisors of UBI Banca Private Investment, Banca Popolare Commercio e Industria brokers and Banca 24x7 brokers and financial services agents.
MONTE DEI PASCHI PROMOZIONE FINANZIARIA
Monte dei Paschi Promozione Finanziaria is a unit of the Monte dei Paschi Group that has a network has more than 1,000 Personal Financial Bankers and financial advisors.
The Consorzio Operativo, which is a Montepaschi Group service company, selected ObjectWay Portfolio, ANT Distribution Networks and MBO and Incentives software to support the bank’s operations.
Allianz Bank Financial Advisors is the multichannel bank of the Allianz Group in Italy. It operates in the insurance and asset management sector through a network of approximately 3,000 financial advisors and 12 branches, and has assets under management (funds, wealth management, life insurance and custody) of nearly € 20 billion.
Allianz selected ObjectWay ANT for the administrative and commercial management of its sales network. Its Internal Audit Department uses ObjectWay TA WEB to monitor advisory services as recommended by Assoreti, the Italian association of financial advisory firms.