Client Portal & Apps

Portal & Apps is the omni-channel, omni device user experience platform designed specifically for the wealth and investment services segment. A streamlined portal, built for digital engagement and collaboration between client and advisor, with a widget-based framework that focuses on the front-end and user interaction represents your best answer to the demands of today’s increasingly digital investors.

The Superior Digital Wealth Experience

Enhance Customer Experience & Satisfaction

Providing a superior customer experience set your business apart from competitors, attracting more customers, thanks to:

Consistent and cross-channel user experience.
User-friendly portfolio overview
Self-directed investment toolset
Secure messages
Announcements and notifications
Simple user interface
Responsive design
Configurable and customizable widget portal

Increase Time With Clients

Minimize the time, effort and resources devoted to commoditized manual processes by leveraging a digital wealth platform that integrates within your current workflow.

Reduce your account opening times and errors with a fully digital onboarding process
Implement automated workflows that work with your current operations
Minimize regulatory risk with built-in compliance roles
Gain daily actionable insights to improve operations with centralized data

Faster Revenue Growth

Empower your business to grow revenue with the operational efficiencies gained from a digital wealth onboarding solution embedded directly in your existing technology. Plus, advisors will enjoy more time to take on additional business.

Significantly reduce NIGOs & shorten the time to funding
Streamline account opening with fully digital onboarding that integrates with your current workflows and custodian(s)
Provide more value by identifying cross-sell and up-sell opportunities based on client activities and data
Monitor operations with advanced reporting tools to identify areas that need improvement
Set up triggered events that nurture your clients throughout the funding process

The Superior Digital Wealth Experience

Improve Client Satisfaction

With a fully digital cloud-based platform, you will have the tools required to deliver a seamless user experience.

Collaborate with your clients on client onboarding, account opening and funding forms in real-time
Offer clients a fully digital investor experience with 24 / 7 access to investments and account performance
Monitor client actions in real-time to proactively prepare for and service additional requests

Increase Time With Client

Increase Time With Clients

Minimize the time, effort and resources devoted to commoditized manual processes by leveraging a digital wealth platform that integrates within your current workflow.

Reduce your account opening times and errors with a fully digital onboarding process
Implement automated workflows that work with your current operations
Minimize regulatory risk with built-in compliance roles
Gain daily actionable insights to improve operations with centralized data

Faster Revenue Growth

Significantly reduce NIGOs & shorten the time to funding
Streamline account opening with fully digital onboarding that integrates with your current workflows and custodian(s)
Provide more value by identifying cross-sell and up-sell opportunities based on client activities and data
Monitor operations with advanced reporting tools to identify areas that need improvement
Set up triggered events that nurture your clients throughout the funding process

Offer a Superior User Experience across all Channels and Devices

Complete coverage of the entire digital value chain
Real-time interaction, anywhere, anyhow, anytime
Instant access to all information
Seamless and fast interaction with all applications
Open microservices architecture

Unleash Your Digital Potential

Ask for Demo

Creating your own customer experience involves designing and managing every touchpoint a customer has with your brand to ensure a seamless, positive, and memorable journey.

Thanks to Objectway Portal Framework, firms can build their own Digital Experience composing pages and sections. They can build custom business feature on their own which will be easy to integrate in Objectway ecosystem as third-party module.