Objectway Platform - Securities Back-Office

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Fluid Cooperation in a Financial Services Firm

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, Securities Back-Office is a multi-currency, multi-entity securities back office solution that assures the fluid cooperation of all actors in a financial services firm. SMIT offers full control of cash and securities management, with an overview of account balances and expected movements. It automates post-negotiation activities such as marching, confirmation, financial settlement and connection to custody/depository providers. It furthermore operates with respect to corporate actions by means of automated workflow, clients’ fees, commissions and charges calculation, portfolio accounting, compliance, taxation and regulatory reporting.

Key Features

  • Asset Services

Nominee & designated custody, workflow of corporate action and dividend events processing, certificate/paper lifecycle management, management of tax efficient products, tax reclaims, subscriptions

  • Trade Processing

Trade capture from OMS platforms, trade enrichment, trade confirmations, transaction reporting

  • Client Reporting & Compliance Reporting

Client Statements, Valuations, Tax Packs, Invoices, confirmations; generation of reports in the format required by local authorities, MiFID II; suitability

  • Fees Commissions & Changes

Client fees, commissions and charges calculation; scheduling, exclusions and overrides, invoice production

  • Cash & Securities Management

Full control of cash management and securities inventory, account balances and expected movements, client payments (SWIFT / ISO2022), client deposits and interest, FX

  • Clearing & Settlement

Links to clearing service providers; monitoring of settlement status throughout the trade lifecycle; support of gross and net settlement, actual or contractual basis

  • Securities & Income Taxation

What-If future liability analysis allows CGT implications in modelling and asset allocation processes; what-if future liability analysis, end of year client reporting packs

Key Benefits

  • Maximise productivity because of automated, efficient administrative processes
  • Reduce operational risk and guarantee regulatory compliance
  • Optimise the resources needed to execute back-office operations
  • Reduce transaction costs and stay competitive