Objectway
WealthTech Suite

Modular capabilities blended into a digital unified platform to support your business transformation

DIGITAL
COLLABORATION

COMMUNICATION &
REPORTING

SELF-DIRECTED
INVESTMENT

CLIENT &
PORTFOLIO VIEW

ADVISOR
ANALYTICS

CONTENT
MANAGEMENT

CLIENT
ONBOARDING

DIGITAL
TRANSACTION MGMT

WEALTH
MANAGEMENT CRM

PORTFOLIO MANAGEMENT

PERFORMANCE
MANAGEMENT

ORDER
MANAGEMENT

CLIENT
REPORTING

INVESTMENT
COMPLIANCE

PORTFOLIO
ANALYSIS

GOAL BASED
ADVISORY

FINANCIAL
PLANNING

MANAGEMENT
REPORTING

SUITABILITY
ASSESSMENT

RISK
ANALYSIS

DATA RISK
MANAGEMENT

MODEL PORTFOLIO
CONSTRUCTION

CLIENT PORTFOLIO
OPTIMISATION

BULK
REBALANCING

PRODUCT
CAMPAIGN

SETTLEMENT
MANAGEMENT

CASH & SECURITIES
MANAGEMENT

TAX
ENGINE

REGULATORY
REPORTING

MARKET DATA
MANAGEMENT

CORPORATE
ACTIONS

FEES COMMISSIONS
& CHARGES

FUND
ACCOUNTING

TRANSFER
AGENT

SALES ORG
MANAGEMENT

REVENUE &
COMMISSION MGMT

INCENTIVE PROGRAMS & MBO

AUDIT
MANAGEMENT

COMPLIANCE REPORTING

FUND MANAGEMENT

CUSTODIAN MANAGEMENT

SGR ACCOUNTING

DIGITAL
COLLABORATION

Real-time remote collaboration across all channels and devices through video-chat, co-browsing, instant messaging

COMMUNICATION &
REPORTING

Overview of clients’ portfolios, reporting and interaction between clients and firm

SELF-DIRECTED
INVESTMENT

Online self-service transaction functionality matching the best e-commerce customer experience

CLIENT &
PORTFOLIO VIEW

360° client view, portfolio status at a glance, last transactions, goals summary, next best actions

CONTENT
MANAGEMENT

Meeting briefcase, market trends, news, educational content, product catalog

CLIENT
ONBOARDING

Collecting client information, checking identity, financial data, obtaining consent and approval from all involved parties

DIGITAL
TRANSACTION MGMT

Digital contract process including document composition, electronic signature, secure exchanging and archiving

DIGITAL
COLLABORATION

Real-time remote collaboration across all channels and devices through video-chat, co-browsing, instant messaging

CLIENT &
PORTFOLIO VIEW

360° client view, portfolio status at a glance, last transactions, goals summary, next best actions

ADVISOR
ANALYTICS

Advisor portfolio asset allocation, list of accepted or pending proposals, alert dashboard, agenda

CONTENT
MANAGEMENT

Meeting briefcase, market trends, news, educational content, product catalog

CLIENT ONBOARDING

Collecting client information, checking identity, financial data, obtaining consent and approval from all involved parties

DIGITAL TRANSACTION MANAGEMENT

Digital contract process including document composition, electronic signature, secure exchanging and archiving

WEALTH MANAGEMENT CRM

360° view of client data, investments, assets and relationship, communication store and tracking

CLIENT REPORTING

Overview of portfolio performance, risk, asset allocations, holdings and transaction details

PORTFOLIO
ANALYSIS

Portfolio and performance analysis, cash flow forecasting, exposure analysis, stress testing

GOAL BASED ADVISORY

Defining goals, simulating investment scenarios, investing and periodic investment strategy re-alignment

FINANCIAL PLANNING

Tailored investments based on customers’ needs, financial goals, risk attitudes, what-if investment scenarios

MANAGEMENT REPORTING

Management dashboards and reporting with drill-down analysis to check performance and profitability

MODEL PORTFOLIO CONSTRUCTION

Creation of strategic and tactical asset allocation for optimal model portfolios, leveraging on the most used market algorithms

CLIENT PORTFOLIO OPTIMISATION

Automation and human governance to deliver optimized suitable portfolios in accordance with customers’needs

BULK REBALANCING

Automated adjustment of investment portfolios and realignment of investors’ holdings with strategies and targeted asset allocation

PRODUCT CAMPAIGN

Target segmentation, product campaign launching and monitoring according to strategic business objectives

SUITABILITY ASSESSMENT

Real-time and massive checks on customer portfolios according to regulatory requirements

RISK ANALYSIS

Sophisticated risk measures to evaluate portfolio characteristics in terms of market, credit and liquidity risk

DATA RISK MANAGEMENT

Business and operational support to enable risk analysis based on consistent and high quality database

PORTFOLIO MANAGEMENT

Up-to-date and real-time portfolio analysis, modelling, rebalancing, monitoring

PERFORMANCE MANAGEMENT

Performance contribution & attribution, performance measurement and benchmarking

ORDER MANAGEMENT

Online trading and order management, real-time connectivity and direct link to markets

CLIENT REPORTING

Overview of portfolio performance, risk, asset allocations, holdings and transaction details

INVESTMENT COMPLIANCE

Managing investment compliance to address transparency, risk tolerance and regulatory issues

SETTLEMENT MANAGEMENT

Automation of post-trade processing tasks such as matching, confirmation, financial settlement and connections to custody/depository providers

CASH & SECURITIES MANAGEMENT

Full control of cash management and securities inventory, overview of account balances and expected movements

TAX ENGINE

Rules based tax engine, what-if scenario simulation, client capital gains tax reporting

REGULATORY REPORTING

Generation of reports in the format required by local authorities

MARKET DATA MANAGEMENT

Download and import market data in real-time from leading data provider

CORPORATE ACTIONS

Automated workflow to ensure full control of corporate action events process

FEES COMMISSIONS & CHARGES

Clients’ fees, commissions and charges calculation, scheduling, managing overrides and invoice production

FUND MANAGEMENT

Management and administration of open and closed investment funds, pension funds for SGR and Custodian Banks

PORTFOLIO MANAGEMENT

Up-to-date and real-time portfolio analysis, modelling, rebalancing, monitoring

FUND ACCOUNTING

General accounting in line with standards provided by regulartory requirements and NAV calculation

TRANSFER AGENT

Subscribers management in term of subscriptions, redemptions, conversions and transfers in/out

SGR ACCOUNTING

Accounting application for Italian SGR according to regulatory standards and financial statements principles

CUSTODIAN MANAGEMENT

Software support to Custodian Banks in terms of check of NAV calculation and positions held by fund participants

REGULATORY REPORTING

Generation of reports in the format required by local authorities

SALES ORG MANAGEMENT

Comprehensive support for the processes of sales network data and structured management

REVENUE & COMMISSION MANAGEMENT

Pay-in & pay-out management and fee calculation. Full coverage of commission statement process

INCENTIVE PROGRAMS & MBO

Easy creation of advanced rules for incentive compensation management as well as fully configurable calculation processes

AUDIT MANAGEMENT

Intercepting sales atypical behaviours which may affect firm’s reputation or increase operational and capital risk

COMPLIANCE REPORTING

Focus on every agent, benchmarking analysis and a tableau de bord with the overall sales network risk

DIGITAL COLLABORATION

Real-time remote collaboration across all channels and devices through video-chat, co-browsing, instant messaging

COMMUNICATION & REPORTING

Overview of clients’ portfolios, reporting and interaction between clients and firm

SELF-DIRECTED INVESTMENT

Online self-service transaction functionality matching the best e-commerce customer experience

CLIENT & PORTFOLIO VIEW

360° client view, portfolio status at a glance, last transactions, goals summary, next best actions

ADVISOR ANALYTICS

Advisor portfolio asset allocation, list of accepted or pending proposals, alert dashboard, agenda

CONTENT MANAGEMENT

Meeting briefcase, market trends, news, educational content, product catalog

CLIENT ONBOARDING

Collecting client information, checking identity, financial data, obtaining consent and approval from all involved parties

DIGITAL TRANSACTION MGMT

Digital contract process including document composition, electronic signature, secure exchanging and archiving

WEALTH MANAGEMENT CRM

360° view of client data, investments, assets and relationship, communication store and tracking

PORTFOLIO MANAGEMENT

Up-to-date and real-time portfolio analysis, modelling, rebalancing, monitoring

PERFORMANCE MANAGEMENT

Performance contribution & attribution, performance measurement and benchmarking

ORDER MANAGEMENT

Online trading and order management, real-time connectivity and direct link to markets

CLIENT REPORTING

Overview of portfolio performance, risk, asset allocations, holdings and transaction details

INVESTMENT COMPLIANCE

Managing investment compliance to address transparency, risk tolerance and regulatory issues

PORTFOLIO ANALYSIS

Portfolio and performance analysis, cash flow forecasting, exposure analysis, stress testing

GOAL BASED ADVISORY

Defining goals, simulating investment scenarios, investing and periodic investment strategy re-alignment

FINANCIAL PLANNING

Tailored investments based on customers’ needs, financial goals, risk attitudes, what-if investment scenarios

MANAGEMENT REPORTING

Management dashboards and reporting with drill-down analysis to check performance and profitability

SUITABILITY ASSESSMENT

Real-time and massive checks on customer portfolios according to regulatory requirements

RISK ANALYSIS

Sophisticated risk measures to evaluate portfolio characteristics in terms of market, credit and liquidity risk

DATA RISK MANAGEMENT

Business and operational support to enable risk analysis based on consistent and high quality database

MODEL PORTFOLIO CONSTRUCTION

Creation of strategic and tactical asset allocation for optimal model portfolios, leveraging on the most used market algorithms

CLIENT PORTFOLIO OPTIMISATION

Automation and human governance to deliver optimized suitable portfolios in accordance with customers’needs

BULK REBALANCING

Automated adjustment of investment portfolios and realignment of investors’ holdings with strategies and targeted asset allocation

PRODUCT CAMPAIGN

Target segmentation, product campaign launching and monitoring according to strategic business objectives

SETTLEMENT MANAGEMENT

Automation of post-trade processing tasks such as matching, confirmation, financial settlement and connections to custody/depository providers

CASH & SECURITIES MANAGEMENT

Full control of cash management and securities inventory, overview of account balances and expected movements

TAX ENGINE

Rules based tax engine, what-if scenario simulation, client capital gains tax reporting

REGULATORY REPORTING

Generation of reports in the format required by local authorities

MARKET DATA MANAGEMENT

Download and import market data in real-time from leading data provider

CORPORATE ACTIONS

Automated workflow to ensure full control of corporate action events process

FEES COMMISSIONS & CHARGES

Clients’ fees, commissions and charges calculation, scheduling, managing overrides and invoice production

FUND ACCOUNTING

General accounting in line with standards provided by regulartory requirements and NAV calculation

TRANSFER AGENT

Subscribers management in term of subscriptions, redemptions, conversions and transfers in/out

SALES ORG MANAGEMENT

Comprehensive support for the processes of sales network data and structured management

REVENUE & COMMISSION MANAGEMENT

Pay-in & pay-out management and fee calculation. Full coverage of commission statement process

INCENTIVE PROGRAMS & MBO

Easy creation of advanced rules for incentive compensation management as well as fully configurable calculation processes

AUDIT MANAGEMENT

Intercepting sales atypical behaviours which may affect firm’s reputation or increase operational and capital risk

COMPLIANCE REPORTING

Focus on every agent, benchmarking analysis and a tableau de bord with the overall sales network risk

FUND MANAGEMENT

Management and administration of open and closed investment funds, pension funds for SGR and Custodian Banks

CUSTODIAN MANAGEMENT

Software support to Custodian Banks in terms of check of NAV calculation and positions held by fund participants

SGR ACCOUNTING

Accounting application for Italian SGR according to regulatory standards and financial statements principles

For more information

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