Objectway Platform - Portfolio Management

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Delivering Performance to Enhance Client Wealth

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, Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution.

Key Features

  • Portfolio Management

Up-to-date and real-time portfolio analysis, modelling, rebalancing, monitoring

  • Client Reporting

Overview of portfolio performance, risk, asset allocations, holdings and transaction details

  • Performance Management

Performance contribution and attribution, performance measurement and benchmarking

  • Investment Compliance

Managing investment compliance to address transparency, risk tolerance and regulatory issues

  • Order Management

Online trading and order management, real-time connectivity and direct link to markets

  • Clearing & Settlement

Bringing efficiency to the back-office with a flexible and agile global software solution

  • Capital Gain Taxation

Leveraging the most accurate calculation of capital gains and allowable losses

Key Benefits

  • Reduce costs to deliver increased front-office efficiencies
  • Optimise returns and increase profitability
  • Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulations
  • Provide consistent reporting and attribution of performance to clients
  • Manage risk exposure and volatility effectively and proactively