WEALTH IN ONE

Fully hosted front-to-back wealth management solution

Wealth in One (WIO) is a fully hosted solution for UK Stock Brokers and Private Wealth Managers

The UK financial services industry is facing an unprecedented pressure to change, to do things better, to do them quicker and to deliver cost savings whilst still making clients feel that they are important and valued. Client demands, Digital disruption, Total Cost of ownership, Regulation, Operational excellence are the major challenges on the market.

To address these challenges in ONE unified solution Objectway has created Wealth in One: a vertical solution that supports the whole business from transaction processing, though relationship management and trading to client digital engagement.

WIO using best of breed products, that are fully integrated and each underpinned by ONE roadmap and ONE data model coherent and certified across the solution, ONE digital layer to support the collaboration between your digital investors, your advisors and your portfolio manager.

All delivered with:

ONE Service: we host the solution for you, guarantee security and data confidentiality, provide certified reliable market data feed, custodians integration, and market connection for executions, clearing and settlement.
ONE IT Infrastructure: a reliable UK based data centre, certified with highest IT Standards. We take responsibility for all aspects of the hosting, operational management and solution delivery, all measured against a solution driven SLA.

PROFESSIONAL SERVICES:


Digital Experience: leveraging the OFS Conectus product WIO enables you to create a cohesive and functionally rich user experience, whether it be for clients, agents or advisors. It provides clients with a complete view of the portfolio, self directed trading, enables the distribution of documentation, co-browsing between advisor and client, generates notifications and allows clients to digitally interact real-time with Investment Managers. It is Omni-device and Omni-Channel, in one unified client experience. For more details see Conectus.

Digital CRM: leveraging the OFS Client Engage product, built using the latest Microsoft Dynamic’s technology, WIO guides the on-boarding process from prospect to new client. Using built-in workflow, it manages the whole process through a compliant set of defined stages, such as gathering data, suitability review and mandate setting. For existing clients, Client Engage ensures adherence to regulatory controls by retaining client records and monitoring suitability. For more details see Client Engage.

Portfolio Management: portfolio management is the core of every financial service. Leveraging the OFS Eximius product, WIO provides best in class portfolio management features: Portfolio Analysis, Risk & Compliance, Benchmark & Attribution, Modelling & Rebalancing, Order Management (OMS), Portfolio Monitoring and Alerting. For more details see Eximius.

Stock-Broking Back Office: to guarantee operational excellence a key element is an efficient, reliable back office. WIO leverages the OFS Altimis product a superior, multi-currency, multi-channel stockbroking back office system featuring: Trade management, Cash & Stock management, CGT calculations and reporting, Accounting, ISA Administration, Fee processing, Corporate actions and dividends, Bulk processing, Custody, Clearing & Settlement, CREST interface. For more details see Altimis.

Compliance & Audit: Wealth In One, actively manages regulatory changes impacting both the individual products, but also the whole solution to ensure compliance at every level. As a solution it provides automation, control and monitoring of compliance rules and exception management, for example a diarised view of suitability reviews and mandate adherence. We are committed to delivering regulatory changes as part of the service provision.

Regulatory requirements, client demands, digital disruption, profit margins —with so many rising challenges, your investment technology should not be another. Wealth in One will erase these cares. It is a solution based on tightly integrated, best of breed award-winning products, delivered as a managed service, supporting the whole business and provided one vendor in partnership with its customers.

  • Broad Functionality
  • Configurable to individual solution
  • Fully Managed
  • Leading Edge Technology
  • Lower total cost of ownership
  • Affordable to all
  • No more IT headaches
  • Continuous Evolution
Speirs & Jeffrey (UK)

Speirs & Jeffrey is one of the UK’s leading investment management firms, offering their clients a thorough, traditional and highly personal investment management service. They manage portfolios for individuals, families, trusts, pension funds and institutions, servicing clients in 63 countries globally. Their success as a business is entirely dependent on how well they service those clients. Given this customer-centric approach that has made Speirs & Jeffrey a leader in its market, OFS eXimius Portfolio Manager is an absolutely crucial component of their front-office process. With the onset of more stringent regulation, knowing your customer, the need for checking suitability and facilitating easy review were paramount selection criteria. Consistency of investment reporting and the ability to identify exceptions quickly allows Speirs & Jeffrey to manage risk and return more effectively and efficiently.

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