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Digitalising traditional financial business improving agility and efficiency.
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Objectway-esagoni-DWP

OBJECTWAY
EXTEND

Digital Wealth Management Platform

Objectway-esagoni-IBO

INVESTMENT
BACK OFFICE

Lean Automated Operations

OBJECTWAY
EXTEND
DIGITAL CLIENT
MANAGEMENT
DIGITAL INVESTOR &
ADVISOR PORTAL
DIGITAL
ADVISORY
PORTFOLIO
MANAGEMENT
ONBOARDING
COMPLEXITY
MADE SIMPLE
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CLIENT ENGAGE
DIGITAL CLIENT
MANAGEMENT
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CONECTUS
DIGITAL WEALTH
EXPERIENCE
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ADVISOR DESK
MINIMIZE ROUTINE
MAXIMIZE INSIGHT
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HYBRID ADVISORY
DIGITAL
MEETS
HUMAN
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ADVICE
HOLISTIC CLIENT
ADVISORY
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SURE
RISK & COMPLIANCE ENGINE
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OPTIMO
MODEL
PORTFOLIO CONSTRUCTION
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ROBO PLANNING
DELIVERING
INVESTMENT INSIGHTS
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EXIMIUS
DELIVERING
INVESTMENT PERFORMANCE
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OPM
ENHANCED INVESTMENT
MANAGEMENT
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INVESTMENT
BACK OFFICE
AUTOMATED SECURITIES
BACK OFFICE
AUTOMATED ADVISORS
BACK OFFICE
ALTIMIS
NAVIGATING
INVESTMENT COMPLEXITY
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BETA GLOBAL
WORD-CLASS
TRADE SETTLEMENT
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ILLUMAS
LEAN INVESTMENT
OPERATIONS
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SMIT
STREAMLINING
INVESTMENT PROCESSING
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HELIOS
ALTERNATIVE
FUNDS MANAGEMENT
Esplora
ANT
INCENTIVE COMPENSATION
MANAGEMENT
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AUDIT
SALES AUDIT
& COMPLIANCE
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DIGITAL WEALTH
PLATFORM

DIGITAL CLIENT
MANAGEMENT

Client Onbaording & Engagement / Wealth MGMT Crm / Digital Contract MGMT

DIGITAL INVESTOR &
ADVISOR PORTAL

Digital Experience Portal / Hybrid Advisory / Digital Collaboration / Self-directed Investment / Reporting & Communication

DIGITAL
ADVISORY

Hybrid Advisory / Model Portfolio Construction / Financial Planning / Suitability & Risk Evaluation

PORTFOLIO
MANAGEMENT

The Investment Manager Crm / Performance Management / Client Reporting / Investment Compliance / Management Reporting

DIGITAL WEALTH
PLATFORM

AUTOMATED SECURITIES
BACK-OFFICE

Settlement MGMT / Cash & Securities MGMT / General Ledger / Regulatory Reporting / Alternative Investments MGMT / Market Data MGMT / Tax Engine / Corporate Actions / Fees Commissions & Charges

ADVISORY
BACK-OFFICE

Revenue & Compensation Management / Sales Audit & Compliance

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