TOTAL WEALTH

A complete International Investment Management & Stockbroking solution

Total Wealth is a front-to-back office solution for international investment management and stockbroking needs. It integrates five modules — digital user experience, portfolio management, back office operations, SWIFT based clearing & settlement engine and CRM — into a single unified solution.
The result? You get one coherent data model, one business model covering all your international business needs, and one platform where all modules follow a unified product lifecycle.

PROFESSIONAL SERVICES:


• Freedom to offer your clients international stocks

• Easy to expand into new markets

• Self-clearing and/or correspondent clearing models

• One solution with lower cost of ownership

• End-to-end implementation of market and regulatory changes from one vendor

• Front-to-back support for all your stakeholders

1. OMNICHANNEL EXPERIENCE
An omnichannel user digital experience for investors and advisors to collaborate online, with online client reporting, simultaneous video, messaging chat, co-browsing and consolidated information from both Objectway and diverse legacy applications.

2. PORTFOLIO MANAGEMENT
Portfolio Analytics, including risk and performance monitoring, modelling, rebalancing, compliance and trade order management.

3. BUSINESS PROCESS MANAGEMENT WITH EXCEPTION MANAGEMENT
BPM support for key operational workflows with built in exception management options.

4. FLEXIBLE FEES AND COMMISSION MODELS
Fees and Commission rate cards by market and asset class including flexible tiered based rates, flat rates, and minimum rates.

5. INTERNATIONAL CLEARING AND SETTLEMENT
SWIFT and CREST support, real-time monitoring of market status including fails management, and automatic settlement upon receipt of settlement confirmation.

6. FULL CORPORATE ACTIONS SUPPORT
Complete lifecycle management of Corporate Actions from notification through to reconciliation of entitlements, including the monitoring election decisions and instructing custodians.

7. MULTY-CURRENCY PLATFORM AND DIVIDENDS
International dividend processing including calculation of withholding tax obligations and settlement in preferred currency based on instruction mandates.

8. CLIENT AND TAX REPORTING
Flexible client reporting schedules including client valuations, tax packs, confirmations, invoices, tax vouchers. Tax Reporting including UK HMRC and US QI reporting.

9. COMPLIANCE AND AUDIT MANAGEMENT
Front and Back office compliance rules and KYC information coupled with powerful audit tools ensures adherence to the needs of both regulators and in-house compliance officers.

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

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