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Objectway Platform
Digital Wealth Solution

Objectway Platform Digital Wealth Solution

We provide banks, wealth and asset managers with a complete, cutting-edge and multi-device client engagement, advisor & investment management solution

    Digital Wealth Ecosystem by Key Pillars, Solutions, and Services

    Self-Service & Hybrid Digital Channel

    Automated tools for independent financial management with personalized guidance through digital platforms, optimizing client interaction and enhancing financial decision-making capabilities

    • Digital Client Onboarding
    • Portal & Apps
    • Digital Asset Management

    Advisor / Banker Workstation

    Analytical tools, client management interfaces, financial planning and real-time data access, enabling advisors and bankers to offer tailored financial guidance efficiently

    • Advisor Desktop
    • Client Lifecycle Management
    • Financial Planning

    Investment Service Management

    Professional guidance and support to help clients to make well-informed decisions and achieve their goals, navigating complex financial or strategic matters

    • Investment Advice
    • Portfolio Management
    • Risk, ESG & Compliance

    Self-Service & Hybrid Digital Channel

    Digital Client Onboarding

    Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements

    Key Features

    • Prospect Registration
    • KYC & Questionnaire
    • Account Opening
    • E-Signature
    PRODUCT DETAILS
    Digital Wealth Solution Client Onboarding with Conectus and PRO

    Portal & Apps

    Create an omni-channel and optimised digital banking and investment experience for your customers, enabling digital collaboration.

    Key Features

    • Prospecting
    • Communication & Reporting
    • Digital Collaboration
    • Mobile Apps
    PRODUCT DETAILS
    Digital Wealth Solution Portal and Apps

    Digital Asset Management

    Leverage the innovative digital wealth platform that helps you transform your business by better managing your time, revenue, client relationships, and access to discretionary portfolio managers.

    Key Features

    • Seamless Book Transfer
    • Customized ETF and Fund Portfolios
    • Portfolio Rebalancing
    • Dedicated Support
    PRODUCT DETAILS
    Digital Wealth Solution Digital Asset Management

    Advisor / Banker Workstation

    Advisor Desktop

    Boost advisor productivity introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights.

    Key Features

    • My Business
    • Client & Portfolio View
    • Digital Collaboration
    • Client Risk Profiling
    PRODUCT DETAILS
    Digital Wealth Solution Advisor Desktop

    Client Lifecycle Management

    Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution.

    Key Features

    • Wealth Manager CRM
    • Suitability Assessment
    • Reporting to Client
    • Contract Management
    PRODUCT DETAILS
    Digital Wealth Solution Client Lifecycle Management

    Financial Planning

    The Financial Planning Solution that takes minimal time to complete and focuses on engaging clients through meaningful discussions and needs analysis.

    Key Features

    • Retirement Planning
    • Insurance Needs Analysis
    • Professional Reporting & Visualizations
    • Decumulation Optimizer
    • Proper Tax Calculations

    Visit RazorPlan

    Razorplan is aligned with Canadian regulations and standards. For clients outside Canada, custom financial planning solutions may be developed upon request to ensure alignment with local regulations and standards.

    PRODUCT DETAILS
    Digital Wealth Solution Financial Planning with RazorPlan

    Investment Service Management

    Investment Advice

    Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage.

    Key Features

    • Goal Based Advisory
    • Client Portfolio Optimization
    • Client Risk Profiling
    • Client Reporting
    • Advisor Analytics
    Digital Wealth Solution Investment Advice

    Portfolio Management

    Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution.

    Key Features

    • Portfolio Analysis
    • Portfolio Modelling & Rebalancing
    • Performance Management
    • What-if Simulations
    • Order Management
    • Investment Compliance
    PRODUCT DETAILS
    Digital Wealth Solution Portfolio Management

    Risk, ESG & Compliance

    Assess and clearly document customer’s risk profile and investment rationale using a real-time engine which provides actionable insight and historical information management.

    Key Features

    • Compliance Assessment
    • Performance Analysis & Attribution
    • Risk Analytics & Data Quality
    • Model Portfolio Construction
    Digital Wealth Solution Portfolio Management

    Self-Service & Hybrid Digital Channel

    Digital Client Onboarding

    Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements.

    Key Features

    • Prospect Registration
    • KYC & Questionnaire
    • Account Opening
    • E-Signature
    PRODUCT DETAILS

    Portal & Apps

    Create an omni-channel and optimised digital banking and investment experience for your customers, enabling digital collaboration.

    Key Features

    • Prospecting
    • Communication & Reporting
    • Digital Collaboration
    • Mobile Apps
    PRODUCT DETAILS

    Digital Asset Management

    Leverage the innovative digital wealth platform that helps you transform your business by better managing your time, revenue, client relationships, and access to discretionary portfolio managers.

    Key Features

    • Seamless Book Transfer
    • Customized ETF and Fund Portfolios
    • Portfolio Rebalancing
    • Dedicated Support
    PRODUCT DETAILS

    Advisor / Banker Workstation

    Advisor Desktop

    Boost advisor productivity introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights.

    Key Features

    • My Business
    • Client & Portfolio View
    • Digital Collaboration
    • Client Risk Profiling
    PRODUCT DETAILS

    Client Lifecycle Management

    Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution.

    Key Features

    • Wealth Manager CRM
    • Suitability Assessment
    • Reporting to Client
    • Contract Management
    PRODUCT DETAILS

    Financial Planning

    The Financial Planning Solution that takes minimal time to complete and focuses on engaging clients through meaningful discussions and needs analysis.

    Key Features

    • Retirement Planning
    • Insurance Needs Analysis
    • Professional Reporting & Visualizations
    • Decumulation Optimizer
    • Proper Tax Calculations

    Visit RazorPlan

    Razorplan is aligned with Canadian regulations and standards. For clients outside Canada, custom financial planning solutions may be developed upon request to ensure alignment with local regulations and standards.

    PRODUCT DETAILS

    Investment Service Management

    Investment Advice

    Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage.

    Key Features

    • Goal Based Advisory
    • Client Portfolio Optimization
    • Client Risk Profiling
    • Client Reporting
    • Advisor Analytics

    Portfolio Management

    Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution.

    Key Features

    • Portfolio Analysis
    • Portfolio Modelling & Rebalancing
    • Performance Management
    • What-if Simulations
    • Order Management
    • Investment Compliance
    PRODUCT DETAILS

    Risk ESG and Compliance

    Assess and clearly document customer’s risk profile and investment rationale using a real-time engine which provides actionable insight and historical information management.

    Key Features

    • Compliance Assessment
    • Performance Analysis & Attribution
    • Risk Analytics & Data Quality
    • Model Portfolio Construction
    Objectway Platform Brochure

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