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Private & Investment Banks

Leverage the most advanced digital wealth platform which empowers human expertise with augmented intelligence to manage and grow your private clients wealth.

    Objectway background image circle point How We Serve

    Maximise Client Engagement

    Improve collaboration with your clients, speed-up interaction and enable easy service access

    Digital Collaboration

    Engage your clients anytime and anywhere, enabling real-time reporting, trading and remote collaboration across all channels and devices

    client portal & apps

    Advisor Dashboard

    Deliver to your advisors an integrated platform providing dashboards and a 360° client view that automates information delivery and provides actionable insights

    advisor portal & apps

    Client Onboarding

    Implement a fully paperless investment service for both customer onboarding and full customer lifecycle management, including client suitability processes & electronic signature

    client onboarding

    Empower Advisory

    Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage

    High Touch Advisory

    Digitally integrating wealth planning with high-calibre investment management capabilities for growth, retirement, wealth protection and inheritance

    Investment advice

    Portfolio Optimization

    Deliver in a click an optimized, suitable and personalized portoflio, appropriate for any customer needs

    Risk, ESG & Compliance

    Deliver Portfolio Performance

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

    Portfolio Management

    Successfully execute investment decisions thanks to the best of breed portfolio management system and deliver exceptional discretionary and advisory services to your clients

    portfolio management

    Order Management

    Efficient multi-venue trading and order management, pre and post trade compliance validations, real-time connectivity and direct link to markets

    order management

    Risk Mgmt & Algorithms

    Business and operational support to enable real time what-if risk analysis leveraging on a consistent database and widely used market algorithms

    risk, esg & compliance

    Optimize Operations

    Maximize productivity via straight through workflows and seamless administration processes

    Securities Custody

    Efficiently manage client positions and own holdings with state-of-the-art corporate action processing and flexible fee model

    securities custody


    Enable efficient hedging of positions and offer a full product spectrum using exchange traded derivatives


    Credit & Loans

    Record credit applications and transform them seamlessly into structured loans data, administer a wide range of structured limits and fees. Managing collateral, lombard loans, syndicated loans, trading limits and more. Monitor overdrafts and collaterals, provisions and reserves, and regulatory reporting

    credit & loans

    FX & Treasury

    Continuous STP trade and post-trade processing with real-time position keeping and analysis, supporting a seamless treasury workflow and online monitoring

    FX & Treasury


    Full and automatic tax calculation and tax reporting to clients and authorities, according to the tax regulations of several European countries, including full support of UK CGT calculations, German Abgeltungssteuer and Italian Tax regime


    Regulatory & Transaction Reporting

    Produce all data for regulatory authorities, process transaction reporting directly to transaction register or regulatory hub, be fully compliant with AML/Sanction Lists/Market Abuse Directives

    Regulatory & Transaction Reporting

    Private banks who have chosen us

    Objectway Customer Enablement Services work closely with client’s team to implement, operate and evolve in the long term the on-cloud or on-premise solution they choose to adopt.