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

Product/Service details

SOLUTION OR SERVICE TYPE
Business Process Outsourcing Services, Client Account Administration Systems, Cloud / SaaS Operations & Management Services, Commissions & Fee Billing Systems, Corporate Actions Processing Systems, Custody Management Systems, Customer Onboarding Systems, Customer Relationship Management (CRM ) Systems, Custom Software Development Services, Execution Management Systems (EMS), Financial Planning Systems, Front and Middle Office Wealth Management Systems, Fund Accounting Systems, Fund Administration Systems, Fund Sales & Distribution Systems, General Ledger Systems (G/L), Infrastructure Operations & Management Services, Investment Advisor Systems, Investment Management Systems, Investment Portfolio and Risk Analysis Systems, Investor / Client Reporting & Communications Systems, Investor Websites & Portals, IT Infrastructure and Application Outsourcing, Middle & Back Office Systems, Order Management Systems (OMS), Package Implementation / System Integration Services, Performance Attribution Systems, Portfolio / Investment Accounting Systems, Portfolio Management Systems (PMS), Private Equity Systems, Regulatory Reporting Services, System Maintenance Services, Systems and Data Migration Services, System Testing Services, Trade and Portfolio Compliance Systems, Trade Processing, Clearing and Settlement Services, Trade Transaction Processing Systems, Transfer Agency Systems, Wealth Management Systems STP (Front to Back Office)
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