Objectway Platform
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We provide banks, wealth and asset managers with a complete, cutting-edge and multi-device client engagement, advisor & investment management solution
Digital Wealth Ecosystem by Key Pillars, Solutions, and Services
Self-Service & Hybrid Digital Channel
Automated tools for independent financial management with personalized guidance through digital platforms, optimizing client interaction and enhancing financial decision-making capabilities
- Digital Client Onboarding
- Client Portal & Apps
- Digital Asset Management
Analytical tools, client management interfaces, financial planning and real-time data access, enabling advisors and bankers to offer tailored financial guidance efficiently
- Advisor Desktop
- Client Lifecycle Management
- Financial Planning
Professional guidance and support to help clients to make well-informed decisions and achieve their goals, navigating complex financial or strategic matters
- Investment Advice
- Portfolio Management
- Risk, ESG & Compliance
Self-Service & Hybrid Digital Channel
Digital Client Onboarding
Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements
Key Features
- Prospect Registration
- KYC & Questionnaire
- Account Opening
- E-Signature
PRODUCT DETAILS
Client Portal & Apps
Create an omni-channel and optimised digital banking and investment experience for your customers, enabling digital collaboration.
Key Features
- Prospecting
- Communication & Reporting
- Digital Collaboration
- Mobile Apps
PRODUCT DETAILS
Digital Asset Management
Leverage the innovative digital wealth platform that helps you transform your business by better managing your time, revenue, client relationships, and access to discretionary portfolio managers.
Key Features
- Seamless Book Transfer
- Customized ETF and Fund Portfolios
- Portfolio Rebalancing
- Dedicated Support
PRODUCT DETAILS
Advisor / Banker Workstation
Advisor Desktop
Boost advisor productivity introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights.
Key Features
- My Business
- Client & Portfolio View
- Digital Collaboration
- Client Risk Profiling
PRODUCT DETAILS
Client Lifecycle Management
Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution.
Key Features
- Wealth Manager CRM
- Suitability Assessment
- Reporting to Client
- Contract Management
PRODUCT DETAILS
Financial Planning
The Financial Planning Solution that takes minimal time to complete and focuses on engaging clients through meaningful discussions and needs analysis.
Key Features
- Retirement Planning
- Insurance Needs Analysis
- Professional Reporting & Visualizations
- Decumulation Optimizer
- Proper Tax Calculations
Visit RazorPlan
Razorplan is aligned with Canadian regulations and standards. For clients outside Canada, custom financial planning solutions may be developed upon request to ensure alignment with local regulations and standards.
PRODUCT DETAILS
Investment Service Management
Investment Advice
Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage.
Key Features
- Goal Based Advisory
- Client Portfolio Optimization
- Client Risk Profiling
- Client Reporting
- Advisor Analytics
Portfolio Management
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution.
Key Features
- Portfolio Analysis
- Portfolio Modelling & Rebalancing
- Performance Management
- What-if Simulations
- Order Management
- Investment Compliance
PRODUCT DETAILS
Risk, ESG & Compliance
Assess and clearly document customer’s risk profile and investment rationale using a real-time engine which provides actionable insight and historical information management.
Key Features
- Compliance Assessment
- Performance Analysis & Attribution
- Risk Analytics & Data Quality
- Model Portfolio Construction
Self-Service & Hybrid Digital Channel
Digital Client Onboarding
Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance business productivity in compliance with regulatory requirements.
Key Features
- Prospect Registration
- KYC & Questionnaire
- Account Opening
- E-Signature
PRODUCT DETAILS
Client Portal & Apps
Create an omni-channel and optimised digital banking and investment experience for your customers, enabling digital collaboration.
Key Features
- Prospecting
- Communication & Reporting
- Digital Collaboration
- Mobile Apps
PRODUCT DETAILS
Digital Asset Management
Leverage the innovative digital wealth platform that helps you transform your business by better managing your time, revenue, client relationships, and access to discretionary portfolio managers.
Key Features
- Seamless Book Transfer
- Customized ETF and Fund Portfolios
- Portfolio Rebalancing
- Dedicated Support
PRODUCT DETAILS
Advisor / Banker Workstation
Advisor Desktop
Boost advisor productivity introducing business to the firm with a 360° client view and a new experience platform that automates information delivery, providing actionable insights.
Key Features
- My Business
- Client & Portfolio View
- Digital Collaboration
- Client Risk Profiling
PRODUCT DETAILS
Client Lifecycle Management
Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution.
Key Features
- Wealth Manager CRM
- Suitability Assessment
- Reporting to Client
- Contract Management
PRODUCT DETAILS
Financial Planning
The Financial Planning Solution that takes minimal time to complete and focuses on engaging clients through meaningful discussions and needs analysis.
Key Features
- Retirement Planning
- Insurance Needs Analysis
- Professional Reporting & Visualizations
- Decumulation Optimizer
- Proper Tax Calculations
Visit RazorPlan
Razorplan is aligned with Canadian regulations and standards. For clients outside Canada, custom financial planning solutions may be developed upon request to ensure alignment with local regulations and standards.
PRODUCT DETAILS
Investment Service Management
Investment Advice
Augmented intelligence empowering human expertise to deliver personalised investment proposals, bringing client relationship to center stage.
Key Features
- Goal Based Advisory
- Client Portfolio Optimization
- Client Risk Profiling
- Client Reporting
- Advisor Analytics
Portfolio Management
Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution.
Key Features
- Portfolio Analysis
- Portfolio Modelling & Rebalancing
- Performance Management
- What-if Simulations
- Order Management
- Investment Compliance
PRODUCT DETAILS
Risk ESG and Compliance
Assess and clearly document customer’s risk profile and investment rationale using a real-time engine which provides actionable insight and historical information management.
Key Features
- Compliance Assessment
- Performance Analysis & Attribution
- Risk Analytics & Data Quality
- Model Portfolio Construction
Discover our Insights
Get Your Brochure Now
Our marketing team will contact you shortly to confirm your request. The brochure will be sent directly to your email.
Key to our success today has undoubtedly been this close partnership we have forged with the Objectway team, built upon a deep mutual understanding that ensures that client experience is at the absolute heart of our collaboration.
Andy Brodie
Chief Operating Officer, Rathbones Group Plc
The key benefits of the new client management system include an improved client experience, from onboarding through to their suitability process, and greater operational efficiencies for our people.
Brewin Dolphin
Objectway helped us to enhance and deliver first-class private banking services, meeting our high operational, business and digital ambitions. We aspire to help our clients optimize their portfolios by designing top-notch digital investment solutions for them. We look forward to the partnership with Objectway to bring our clients the premium service they deserve.
Yves Van Laecke
Chief Commercial Officer Nagelmackers
Need specific informations?
Write to us now
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