OFS Wealth Apps
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 OFS Wealth 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.
OFS Wealth Apps is an application portfolio, integrated and developed
to meet all the financial advisor and clients' needs OFS Wealth 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
It is possible to download a video demonstrating
the main features of the application