For clients who adopt ObjectWay Software Solutions in their Information System
For financial institutions that decide to outsource the running and management of applications based on ObjectWay Financial Software products
ObjectWay assists banks and financial services companies to develop tailor-made software and adopt new business technology.
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.
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.
Mobile Client ActiveDesk A set of applications, addressed to clients who want to actively manage their own portfolio and the relationship with their Advisor