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You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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Survey Summary PDF
RFX Report
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Overview
The Objectway WealthTech Suite is the new generation platform designed to answer to the challenges and the increasing innovation demand of Wealth & Asset Management Industry.
Objectway solution unleashes the business potential of wealth managers wanting to optimise their business, such as multi-channel customer engagement, front-office productivity, stronger investment performance, suitable advice and compliance enforcement, efficient back-office operations and automation, pro-active client reporting and management analytics.
The Objectway WealthTech platform is a front-to-back, multi-channel, scalable, cloud-ready platform. It leverages a component-based architecture with AI-driven algorithmic engines, exposing open API for risk & performance analytics, real time investment compliance, portfolio optimisation and mass customisation.
This allows the platform to be easily integrated with third party systems and within the IT infrastructure and architecture of clients.
The Objectway WealthTech Suite is delivered with a full range of deployment choice: on-premise or IT sourced with both private and public cloud deployment models available. In 2019 we have certified the solution for the Amazon Cloud with live clients in Europe.
Key Features
The suite is a modular platform with reusable integrated business components, allowing a customer to leverage the full end-to-end solution or a single product component:
- Advisor & Investor Portal and Mobile Apps: digital experience and collaboration between investors and advisors on mobile apps, wearables and portal with supporting features such as portfolio analytics, real-time alerts and notifications, synchronous and asynchronous document and information sharing, video-chat, screen sharing, instant messaging in a secure environment.
- Client Engagement: designed for advisors, sales & relationship manager to support CRM activities and full client lifecycle management (CLM) processes such as onboarding, client meetings, client payments, suitability reviews and communication center (documents, emails, appointments, upcoming diary, tasks and approvals).
- Portfolio Management & Advisory: portfolio performance and risk analysis with real-time information, automated rebalancing, compliance checks, optimised asset allocation, mass customisation for optimised and personalised investment proposals, order management & trading, suitability monitoring, pro-active alerting.
- Back Office & CGT: a modern design back office covering all operations requirements, always aligned with the latest regulation covering cash & securities management, corporate actions processing, fees & commissions, automatic trade settlement and STP exception management, post-trade clearing, full regulatory reporting, Tax engine for CGT with income reporting, what-if engine, securities taxation & corporate events database.
- Life Policy Administration: an integrated investment and policy administration solution composed by a workflow solution for new business input and configuration, onshore and offshore portfolio bond administration, policy relationship management module, STP, full trade lifecycle dealing and settlements, capital gains tax processing and reporting.
Key Benefits
- Advisors improve their productivity reducing manual activities and waiting times, being able to focus on new business opportunities and customer relationship management, feeling more connected with clients and prospects thanks to our digital collaboration tools
- Investors feel better served and constantly engaged having real time access to their investments or receiving personalised communications and/or documentation from their advisors on their devices anytime and anywhere
- Portfolio Managers optimise their returns, constant monitoring portfolios performance, risk exposure and volatility, compliance adherence, providing consistent advice with an efficient trading and rebalancing processes
- Operations boost efficiency saving time and resources required to run back-office operations cutting transaction costs and reducing operational risk
- Management will have full control of business and sales, with monitoring dashboards and reports and ability to define rules centrally that will be followed by advisors and portfolio managers
Product/Service details
SOLUTION OR SERVICE TYPE
Custody Management Systems, Customer Onboarding Systems, Financial Planning Systems, Front and Middle Office Wealth Management Systems, Fund Accounting Systems, Fund Administration Systems, General Ledger Systems (G/L), Investment Advisor Systems, Investment Portfolio and Risk Analysis Systems, Investor Websites & Portals, Portfolio / Investment Accounting Systems, Trade and Portfolio Compliance Systems, Transfer Agency Systems, Wealth Management Systems STP (Front to Back Office)