--> Skip to main content

Wealth Managers

Grow your business with a digital front-to-back platform, maximising clients wealth and increasing operational efficiency.

    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 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 Onbaording

    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 Management & 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 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

    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

    Advisor Compensation & Audit

    Streamline and easily manage revenues, compensation and compliance of your sales organisation with a centralised and error-free billing process

    Advisor Compensation & Audit

    Tax

    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

    Tax

    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

    Wealth Managers 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.