SMCR | Objectway

Objectway SM&CR

Designed by Wealth Practitioners for Wealth Practitioners

A cloud-based solution designed by Wealth Practitioners to assist UK Wealth Managers to comply with SM&CR in a timely, efficient and cost-effective manner

Objectway SM&CR

Designed By Wealth Practitioners For Wealth Practitioners

A cloud-based solution designed by Wealth Practitioners to assist UK Wealth Managers to comply with SM&CR in a timely, efficient and cost-effective manner

Objectway SM&CR

Designed By Wealth Practitioners For Wealth Practitioners

Easily meet regulatory requirements

Reduce administration burden

Significantly reduce the massive administration burden of annual submission and reporting changes to the FCA. Automate the process and remove any complexities

Focus on responsibility and accountability

Establish a healthy culture and effective governance by encouraging individual accountability and a new standard of personal conduct. Improve clarity and focus on the duties of responsibility

Simplify Certification Regime

Keep track of training, timely logging breaches and generate documents for transmission to the FCA. Simplify the Certification Regime and the FCA Directory, reducing costs and errors

How to succeed
in SM&CR compliance?

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A scalable cloud-based system

Born on the Cloud

This tool requires no setup costs, is available on public cloud and the embedded Directory process is paperless. It automatically exports data into the FCA prescribed spreadsheet for uploading to the FCA’s Connect System

Easy to Use

Simple add your company and individual details and the tool generates responsibility maps, statement of responsibilities, annual fit and proper declaration questionnaires

Highly Scalable

Built to serve small, medium and large businesses, the data can be accessed any time anywhere from all devices for continuous SM&CR data management, monitoring and reviewing

Objectway SM&CR

Designed by Wealth Practitioners for Wealth Practitioners

Objectway SM&CR

Designed By Wealth Practitioners For Wealth Practitioners

Objectway SM&CR

Designed By Wealth Practitioners For Wealth Practitioners

Easily meet regulatory requirements

Reduce administration burden

Focus on responsibility and accountability

Simplify Certification Regime

How to succeed in SM&CR compliance?

A scalable cloud-based system

Born on the Cloud

Easy to Use

Highly Scalable

How to succeed
in SM&CR compliance?