Wealth Managers

Grow Wealth Managers, Advisors and SIM business with a digital front-to-back platform, maximising client wealth and increasing operational efficiency.

Maximize Client Engagement

Improve collaboration with your clients, speed-up interaction and enable easy service access

Digital Collaboration

Engage your clients anytime and anywhere, enabling real-time reporting, trading and remote collaboration across all channels and devices

Client Portal & Apps

Advisor Dashboard

Deliver 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 full customer lifecycle management, including client suitability processes & electronic signature

Digital Client Onboarding

Empower Advisory

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

High Touch Advisory

Digitally integrating wealth planning with high-calibre investment management capabilities for growth, retirement, wealth protection and inheritance

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 discretionary and advisory services to your clients

Portfolio Management

Order Management

Efficient multi-venue trading and order management, pre and post trade compliance validations, real-time connectivity and direct link to markets

Portfolio Management

Risk Management & Algorithms

Business and operational support to enable real time what-if risk analysis leveraging on a consistent database and widely used market algorithms

Risk, ESG & Compliance

Optimize Operations

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

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

Advisor Compensation & Audit

Streamline and easily manage revenues, compensation and compliance of your sales organisation with a centralised and error-free billing process

Advisor Compensation & Audit

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

Maximise Client Engagement

Improve collaboration with your clients, speed-up interaction and enable easy service access

Digital Collaboration

Engage your clients anytime and anywhere, enabling real-time reporting, trading and remote collaboration across all channels and devices

Client Portal & Apps

Advisor Dashboard

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

advisor desktop

Client Onboarding

Implement a fully paperless investment service for both customer onboarding and full customer lifecycle management, including client suitability processes & electronic signature

Digital Client Onbaording

Empower Advisory

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

High Touch Advisory

Digitally integrating wealth planning with high-calibre investment management capabilities for growth, retirement, wealth protection and inheritance

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 discretionary and advisory services to your clients

Portfolio Management

Order Management

Efficient multi-venue trading and order management, pre and post trade compliance validations, real-time connectivity and direct link to markets

Portfolio Management

Risk Management & Algorithms

Business and operational support to enable real time what-if risk analysis leveraging on a consistent database and widely used market algorithms

Risk, ESG & Compliance

Optimize Operations

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

Cash & Payments

Advisor Compensation & Audit

Streamline and easily manage revenues, compensation and compliance of your sales organisation with a centralised and error-free billing process

Advisor Compensation & Audit

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

Wealth Managers 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.