WealthTech Suite

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Overview

End-to-end Client and Investment Management Experience

Objectway Wealthtech Suite is the new generation platform designed to answer to the challenges and increasing complexity currently facing the Wealth & Invest Management Industry.

The front-to-back office platform supports the whole digital investment management process enhancing the entire advisor-client engagement & collaboration experience and enabling you to reach new customers and greater revenue growth than traditional advisors.

The platform allows you to optimise back-office operations reducing cost, risk and ensuring compliance.

Key Features

CRM & DIGITAL COLLABORATION

  • Real-time interaction through video-chat, screen sharing, instant messaging in a secure environment
  • Synchronous and asynchronous document and information sharing
  • Complete tracking of information exchange 360° view of client data, assets, investments and relationships
  • Integrated documents, contacts and activities management tool
  • Real-time alerts and notifications

ADVISOR & INVESTOR PORTAL

  • Intelligent customer management and daily planning
  • User-friendly portfolio overview, available also on mobile app
  • Automated information delivery & actionable insights
  • Configurable and customisable widget portal

DIGITAL CLIENT ONBOARDING

  • Automated and paperless onboarding
  • Omni-channel and multidevice customer experience
  • Complete customer acquisition and identification
  • Client profiling and compliance checks
  • Contract generation with electronic signature
  • Secure exchanging and archiving
  • Available also in a self-service mode

PORTFOLIO MANAGEMENT & TRADING

  • Portfolio analysis with up-to-date and real-time information
  • Performance measurement and attribution
  • Order management and automated rebalancing
  • Real-time compliance check before order delivery
  • Monitoring and alerting to reduce operational risk
  • Real-time MIFID-II ready reporting

BACK OFFICE

  • Fully integrated and seamless accounting and administration system
  • Cash & securities management
  • Fees and charges calculation, scheduling and invoice production
  • Capital gains rules based engine, including what if scenario
  • Settlement management, depot/custodian and bank reconciliation
  • Corporate events management

Key Benefits

  • Maximise advisor-client relationship through digital collaboration
  • Offer flexible and customisable engagement models
  • Acquire next gen investors and digital savvy clients
  • Expand portfolio management and advisory capabilities
  • Automate operational processes while enhancing service offering
  • Reduce operational risk and ensure compliance
  • Lower total transaction costs to remain competitive
  • Focus on your core competencies