Retail & Neo Banks

Advisor process at the digital frontier, empowering human governance with augmented intelligence through a fluid and omni-channel customer journey.

Engage Your Clients

Deliver an enjoyable client experience throughout the entire customer life-cycle in an effective and seamless way

Digital Collaboration

Offer to your clients an omni-channel and omni-device client journey, enabling real-time remote collaboration

client portal & apps

Advisor Dashboard

Deliver to your advisors an integrated platform providing dashboards and a 360° client view that automates information delivery and provides actionable insights

advisor desktop

Digital Client Onboarding

Implement a fully paperless investment service for both customer onboarding and customer servicing, including electronic signature

digital client onboarding

Empower Advisory

Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage

Hybrid Advisory

Enhance advisory process combining digital and human interaction, delivering a goals-driven and client-centric advisory process across the firm

investment advice

Mass Customization

Deliver in a click an optimised proposal that is suitable and appropriate for the customer

investment advice

Portfolio Optimization

Deliver in a click an optimized, suitable and personalized portoflio, appropriate for any customer needs

Risk, ESG & Compliance

Financial Planning

A streamlined financial planning solution that improves client satisfaction by easily providing them with better options through powerful discussions and in-depth needs analysis

Financial Planning

Digital Asset Management

Provide meaningful advice, skip time-wasting tasks and stay organized with our intuitive dashboard, with a wide selection of investment options and real-time tracking

Digital Asset Management

Deliver Portfolio Performance

Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution

Portfolio Management

Successfully execute investment decisions thanks to the best of breed portfolio management system and deliver exceptional services to your clients

Portfolio Management

Order Management

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

portfolio management

Risk Management & Algorithms

Business and operational support to enable risk analysis leveraging on a consistent database and widely used market algorithms

Risk, ESG & Compliance

Manage Sales Network

Streamline and easy administrate revenues, compensation and compliance of your sales network

Advisor Compensation

Manage complex fee structures, commission policies and incentive programs with a centralised and error free billing process

Advisor Compensation & Audit

Advisor Audit

Monitor and intercept potential irregularities in sales organisation that could bring operational risks, financial losses and reputation damage

Advisor Compensation & Audit

Streamline Processes

Maximize productivity via straight through workflows and seamless administration processes

Securities Trade Processing

Increase efficiency and enable scalability with an STP trade processing for all asset classes and products

Securities Trade Processing

Securities Custody

Efficiently manage client positions and own holdings with state-of-the-art corporate action processing and flexible fee model

Securities Custody

Current Accounts

Use an efficient workflow to set up client accounts with personalised conditions, generate any type of statement periodically or on request, provide detailed balance and account entry information and service clients with modern cash pooling functionalities. Support of card management and safe deposit boxes

Current Accounts

Cash & Payments

Seamless integration into the loans and treasury system provides for efficient workflows, while the payments system supports STP processes for international and RTGS payments and full SEPA payment and direct debit functionality. Also fully supports the cash desk

Cash & Payments

Tax

Full and automatic tax calculation and tax reporting to clients and authorities, according to the tax regulations of several European countries, including full support of UK CGT calculations, German Abgeltungssteuer and Italian tax regime

Tax

Regulatory & Transaction Reporting

Produce all data for regulatory authorities, process transaction reporting directly to transaction register or regulatory hub, be fully compliant with AML/Sanction Lists/Market Abuse Directives

Regulatory & Transaction Reporting

Objectway background image circle point How We Serve

Engage your clients

Deliver an enjoyable client experience throughout the entire customer life-cycle in an effective and seamless way

Digital Collaboration

Offer to your clients an omni-channel and omni-device client journey, enabling real-time remote collaboration

client portal & apps

Advisor Dashboard

Deliver to your advisors an integrated platform providing dashboards and a 360° client view that automates information delivery and provides actionable insights

advisor desktop

Digital Client Onboarding

Implement a fully paperless investment service for both customer onboarding and customer servicing, including electronic signature

digital client onboarding

Empower Advisory

Leverage augmented intelligence to empower human expertise, bringing client relationship to center stage

Hybrid Advisory

Enhance advisory process combining digital and human interaction, delivering a goals-driven and client-centric advisory process across the firm

investment advice

Mass Customization

Deliver in a click an optimised proposal that is suitable and appropriate for the customer

investment advice

Portfolio Optimization

Deliver in a click an optimized, suitable and personalized portoflio, appropriate for any customer needs

Risk, ESG & Compliance

Financial Planning

A streamlined financial planning solution that improves client satisfaction by easily providing them with better options through powerful discussions and in-depth needs analysis

Financial Planning

Digital Asset Management

Provide meaningful advice, skip time-wasting tasks and stay organized with our intuitive dashboard, with a wide selection of investment options and real-time tracking

Digital Asset Management

Deliver Portfolio Performance

Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution

Portfolio Management

Successfully execute investment decisions thanks to the best of breed portfolio management system and deliver exceptional services to your clients

Portfolio Management

Order Management

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

portfolio management

Risk Management & Algorithms

Business and operational support to enable risk analysis leveraging on a consistent database and widely used market algorithms

Risk, ESG & Compliance

Manage Sales Network

Streamline and easy administrate revenues, compensation and compliance of your sales network

Advisor Compensation

Manage complex fee structures, commission policies and incentive programs with a centralised and error free billing process

Advisor Compensation & Audit

Advisor Audit

Monitor and intercept potential irregularities in sales organisation that could bring operational risks, financial losses and reputation damage

Advisor Compensation & Audit

Streamline Processes

Maximize productivity via straight through workflows and seamless administration processes

Securities Trade Processing

Increase efficiency and enable scalability with an STP trade processing for all asset classes and products

Securities Trade Processing

Securities Custody

Efficiently manage client positions and own holdings with state-of-the-art corporate action processing and flexible fee model

Securities Custody

Current Accounts

Cash & Payments

Tax

Regulatory & Transaction Reporting

Produce all data for regulatory authorities, process transaction reporting directly to transaction register or regulatory hub, be fully compliant with AML/Sanction Lists/Market Abuse Directives

Regulatory & Transaction Reporting

Retail & Neo banks who have chosen us

Discover our Success Stories

Objectway Customer Enablement Services work closely with client’s team to implement, operate and evolve in the long term the on-cloud or on-premise solution they choose to adopt.