Leveraging advanced technology for business expansion
Client from 2024 – Kinsted Wealth, an independent wealth manager based in Calgary, Canada, serves private individuals and institutional investors. The firm is founded on the principle that clients deserve a clear understanding of their financial situation and advisors who possess a precise knowledge of their needs.
Kinsted Wealth selects Objectway for enhanced and fully integrated client and investment management platform to drive growth
Our client sought a comprehensive solution to propel their growth in the Canadian wealth management landscape and support the growth of their discretionary business and advisor network.
They aimed to streamline processes and integrate capabilities into a single platform for digital front-end and investment management. Key objectives also included improving efficiency in managing client portfolios and enhancing the overall client experience with modern digital tools.
Objectway partnered with Kinsted Wealth to deliver a tailored digital wealth management solution, leveraging digital front-end and discretionary portfolio management solutions. This enabled Kinsted Wealth to centralise their operations, automate critical processes such as portfolio management and compliance monitoring, and provide seamless omnichannel client interaction through online portals and mobile apps.
Today, Kinsted Wealth operates with a cutting-edge digital infrastructure. The platform facilitates real-time order execution, continued and automated monitoring of portfolio compliance at all levels, and efficient mass rebalancing of funds and client accounts across their extensive assets under management, exceeding $1 billion.
Objectway’s solutions will also provide unified and centralised data management and storage, including the migration of historical performance trends. The entire platform will be hosted on Objectway’s Canadian private cloud data center.
Business Benefits
Enhanced client satisfaction & experience
Improved productivity
Streamlined processes
Accelerated business growth and expansion in their market segment
In order to deliver bespoke wealth management through our transparent and highly personalized discretionary wealth management services, we needed to focus on our core business, whilst relying on a fully integrated client and investment management solution from a trusted partner. Objectway demonstrated they had the right capabilities, data security, market knowledge and experience to support our business growth.
Adam Payne
President & CCO at Kinsted Wealth
Kinsted Wealth, an independent wealth manager based in Calgary, Canada, serves private individuals and institutional investors. The firm is founded on the principle that clients deserve a clear understanding of their financial situation and advisors who possess a precise knowledge of their needs.
