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Objectway Platform - Investor & Advisor Portal, Client Onboarding

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Overview

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.

Key Features

  • 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

Key Benefits

  • 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