James Sharp, based in Bury, Greater Manchester, pride themselves on the quality of service provided to their growing client base and the longevity of many of their client relationships. As a successful and forward-looking business, James Sharp recognised the need to invest in the technology used to provide their service to clients. In doing so, they approached Objectway to provide a full, front to back solution that would deliver a digitally enabled platform to future proof their business.

Wealth In One is a fully integrated solution for Wealth Managers, that supports any business model through the deployment of Objectway’s Best of Breed components (Clearing & Settlement, Portfolio Management, CRM and client portal). Provided as a managed solution, that is both scalable and highly configurable, it is particularly attractive to businesses that are expanding and evolving.

“It has been a pleasure to engage with James Sharp, a firm that understand the benefits of a well thought out approach to digital technology and one willing to embrace technology to empower and improve their customer service”, said Luigi Marciano Founder & CEO at Objectway. “Although not the only option open to James Sharp, we were able to convince them that we were the right partner to work with and our modular, fully integrated solution resonated with their evolutionary approach. The deployment of Wealth In One will ensure that they can collaborate with their clients via a fully compliant, and a functionally rich solution.”