ADVICE

Reshaping your wealth management services

Advice is an innovative and consolidated platform that enables financial service providers to implement best-in-class services and operating models based on an a holistic client-centric advisory approach and flawless-investment strategy execution.

RELATED:


PROFESSIONAL SERVICES:


Profile & Diagnose
To understand a client’s total wealth including assets and liabilities, income and expenditure, risk profile, secondary characteristics, investment behavior, financial goals, stage of life.

Define and tailor investment proposal
Define and tailor an investment proposal in terms of asset allocation and product recommendations that comply with and meet all of a client’s objectives.

Compliance & Suitability
Verify that the investment proposal is suitable for the client in terms of risk, investment horizon, product types, costs, and investment constraints.

Deliver & Execute
Manage the proposal workflow with the client (drafted, accepted, rejected) and execute orders through the integration with the wealth manager’s OMS.

Monitoring and Alerting
Client goals, portfolio positions, and suitability can be continuously monitored and alerts generated when conditions are met.

Empower advisors
Deliver a coherent, transparent, goals-driven and client-centric advisory process across enterprise.

Create efficiencies in the front office
Coherent asset allocation, product picking and suitability rules across the enterprise reduce errors and time spent.

Build stronger relationships
Let clients experience a greater level of service and feel more engaged and monitored. Client service is not driven by portfolio size but by advisor’s preferred advisory style.

Automate data mining and business intelligence
Get both aggregate and single insights of portfolio performance, based on different profiles: by customer worth, by wealth managers assigned portfolios performance, and by financial products characteristics.

Serve several client segments
Move downmarket or upmarket by setting up diverse advisory workflows for different segments.

Meet regulatory requirements
Automatically drive and audit compliance and suitability rules centrally.

Reduce costs
A single integrated platform reduces data silos and infrastructure redundancy and cuts operational costs, improving and streamlining advisory workflows.

Barclays (Italy, France, Spain, Portugal)

Barclays launched Life Planner, a Mobile and Web App, based on PFP platform. Objectway was selected for its experience and track record in the financial sector, its drivers and mobile technology. Objectway had a main role in the implementation of a successful App that covers: client mobile identification, user experience, financial engines implementation and a scalable software architecture.

Fineco – UniCredit Group (Italy)

Fineco Bank is part of the UniCredit Group, managing a network of 3000 Personal Financial Advisors, 865 thousand customers and 30 billion euro of assets. Fineco chose Advice to support the customer management and advisory processes in a MiFID-compliant environment.
Advice provides all the necessary data and functionalities to ensure a personalised, consistent and real-time advisory service, through a single access point.

Smart companies choose Objectway for their business. Find out why.

By clicking "SEND" I agree to Website Terms of Use.