Objectway Platform - Investor & Advisor Portal, Client Onboarding

Create the Experience your Customers Expect

Objectway Platform is the digital end-to-end solution for Banks, Wealth Managers, Asset Managers and their investors. It seamlessly integrates all front to back office operations into one, unified, ever-evolving platform, available on Cloud and accessible as a service.

As part of Objectway Platform, the Investor & Advisor Portal is the omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction, Client Onboarding gives clients a complete digital customer experience. It includes user-friendly portfolio analytics, available also on mobile apps and wearables, an adviser dashboard with 360° client view, real-time alerts and notifications, synchronous and asynchronous document and information sharing, video-chat, screen sharing and instant messaging in a secure environment.

• Digital Collaboration:

Real-time remote collaboration across all channels and devices through video chat, co-browsing, and instant messaging

• Communication & Reporting:

An overview of clients’ portfolios, reporting and interaction between clients and firm.

• Client & Portfolio View:

360° client view, portfolio status at a glance, last transactions, goals summary, next best actions

• Self-Directed Investment:

Online self-service transaction functionality matching the best e-commerce customer experience

• Mobile Apps:

Client and portfolio view available on the go along with secure messages

• Adviser Analytics:

Portfolio asset allocation, list of investment proposals with status, alerts dashboard, agenda

• Wealth Management CRM:

360° view of client data, investments, assets and relationships, document store and tracking

• Client Onboarding:

Paperless onboarding to collect client information, check identity and financial data, and obtain consent from all involved parties

• Acquire next-gen investors and digital savvy clients
• Reduce complexity and speed up information delivery
• Improve productivity, reducing manual activities and waiting times
• Focus on development opportunities and customer relationship management
• Support decisions with appropriate personalised financial information
• Give your client the active role they expect