This report examined the leading vendors of Front-to-Middle Office platforms in EMEA, delivering a solution that produces an exclusive client experience. Notable differentiators considered by Celent included the provision of actionable recommendations and insights, seamless advisor–client collaboration, and mass customization functionality.

According to the renowned research and consulting firm, Objectway’s “Advisor & Investor Portal and Mobile Apps and Client Lifecycle Management & Onboarding modules are rich with capabilities that ultimately augment advisor–client interaction, drilled-down automated reporting, advisor efficiency, and comprehensive KPIs. Portfolio Management & Advisory has been and continues to be the solution’s sweet spot.”

Celent also noted the Optimiser module, “a new addition to the overall solution which enables wealth managers to achieve mass customization across a large audience of investors while simultaneously aiming to increase their return on margins. The augmented intelligence component and overall scalability of the Optimiser solution is a distinguishing point.”

Ashley Longabaugh, Senior Wealth Management Analyst at Celent and author of the report, commends the comprehensiveness and robustness of the solution, and states that the Objectway WealthTech Suite is a true advisor-client advocate.