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Retail & Neo Banks

Advisor process at the digital frontier, empowering human governance with augmented intelligence through a fluid and omni-channel customer journey.

    Objectway background image circle point How We Serve

    Engage your clients

    Deliver an enjoyable client experience throughout the entire customer life-cycle in an effective and seamless way

    Digital Collaboration

    Offer to your clients an omni-channel and omni-device client journey, enabling real-time remote collaboration

    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 customer servicing, including electronic signature

    client onboarding

    Empower Advisory

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

    Hybrid Advisory

    Enhance advisory process combining digital and human interaction, delivering a goals-driven and client-centric advisory process across the firm

    investment advice

    Mass Customization

    Deliver in a click an optimised proposal that is suitable and appropriate for the customer

    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 services to your clients

    Portfolio Management

    Order Management

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

    order management

    Risk Management & Algorithms

    Business and operational support to enable risk analysis leveraging on a consistent database and widely used market algorithms

    Risk, ESG & Compliance

    Manage Sales Network

    Streamline and easy administrate revenues, compensation and compliance of your sales network

    Advisor Compensation

    Manage complex fee structures, commission policies and incentive programs with a centralised and error free billing process

    Advisor Compensation & Audit

    Advisor Audit

    Monitor and intercept potential irregularities in sales organisation that could bring operational risks, financial losses and reputation damage

    Advisor Compensation & Audit

    Streamline Processes

    Maximize productivity via straight through workflows and seamless administration processes

    Securities Trade Processing

    Increase efficiency and enable scalability with an STP trade processing for all asset classes and products

    Securities Trade Processing

    Securities Custody

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

    Securities Custody

    Current Accounts

    Use an efficient workflow to set up client accounts with personalised conditions, generate any type of statement periodically or on request, provide detailed balance and account entry information and service clients with modern cash pooling functionalities. Support of card management and safe deposit boxes

    Current Accounts

    Cash & Payments

    Seamless integration into the loans and treasury system provides for efficient workflows, while the payments system supports STP processes for international and RTGS payments and full SEPA payment and direct debit functionality. Also fully supports the cash desk

    Cash & Payments


    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

    Retail & Neo 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.