Private & Investment Banks

Leverage the most advanced digital wealth platform which empowers human expertise with augmented intelligence to manage and grow your private clients wealth.

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 to your advisors 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 Portofolio 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 Mgmt & 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 Custody

Efficiently manage client positions and own holdings with state-of-the-art corporate action processing and flexible fee model

securities custody

Derivatives

Enable efficient hedging of positions and offer a full product spectrum using exchange traded derivatives

derivatives

Credit & Loans

Record credit applications and transform them seamlessly into structured loans data, administer a wide range of structured limits and fees. Managing collateral, lombard loans, syndicated loans, trading limits and more. Monitor overdrafts and collaterals, provisions and reserves, and regulatory reporting

credit & loans

FX & Treasury

Continuous STP trade and post-trade processing with real-time position keeping and analysis, supporting a seamless treasury workflow and online monitoring

FX & treasury

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 to your advisors 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 Mgmt & 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 Custody

Efficiently manage client positions and own holdings with state-of-the-art corporate action processing and flexible fee model

securities custody

Derivatives

Enable efficient hedging of positions and offer a full product spectrum using exchange traded derivatives

derivatives

Credit & Loans

credit & loans

FX & Treasury

Continuous STP trade and post-trade processing with real-time position keeping and analysis, supporting a seamless treasury workflow and online monitoring

FX & Treasury

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

Private banks 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.