Objectway-wealth-suite
Objectway-wealth-suite-mobile

Digitalising traditional financial business improving agility and efficiency

Objectway-esagoni-DWP

OBJECTWAY
EXTEND

Digital Wealth Management Platform

Objectway-esagoni-IBO

INVESTMENT
BACK OFFICE

Lean Automated Operations

OBJECTWAY
EXTEND
DIGITAL CLIENT
MANAGEMENT
DIGITAL INVESTOR &
ADVISOR PORTAL
DIGITAL
ADVISORY
PORTFOLIO
MANAGEMENT
CLIENT ENGAGE
DIGITAL CLIENT
MANAGEMENT
Explore
CONECTUS
DIGITAL WEALTH
EXPERIENCE
Explore
HYBRID ADVISORY
ADVISORY
PROCESS AT THE
DIGITAL FRONTIER
Explore
ADVICE
RESHAPING YOUR
WEALTH MGMT SERVICES
Explore
SURE
SUITABILITY RULES
BASED ENGINE
Explore
OPTIMO
BUILDING OPTIMAL
MODEL PORTFOLIO
Explore
EXIMIUS
PORTFOLIO
MANAGEMENT
Explore
OPM
DISCRETIONARY
PORTFOLIO MGMT
Explore
INVESTMENT
BACK OFFICE
AUTOMATED SECURITIES
BACK OFFICE
AUTOMATED ADVISORS
BACK OFFICE
ALTIMIS
NAVIGATING
INVESTMENT MANAGEMENT
Explore
BETA GLOBAL
TRADE
SETTLEMENT
Explore
ILLUMAS
RESHAPING YOUR
INVESTMENT MANAGEMENT
Explore
SMIT
ORDER MGMT &
SECURITIES PROCESS
Explore
ANT
COMPENSATION
MANAGEMENT
Explore
AUDIT
AUDIT &
COMPLIANCE
Explore

DIGITAL WEALTH
PLATFORM

DIGITAL CLIENT
MANAGEMENT

Client Onbaording & Engagement / Wealth MGMT Crm / Digital Contract MGMT

DIGITAL INVESTOR &
ADVISOR PORTAL

Digital Experience Portal / Hybrid Advisory / Digital Collaboration / Self-directed Investment / Reporting & Communication

DIGITAL
ADVISORY

Hybrid Advisory / Model Portfolio Construction / Financial Planning / Suitability & Risk Evaluation

PORTFOLIO
MANAGEMENT

The Investment Manager Crm / Performance Management / Client Reporting / Investment Compliance / Management Reporting

DIGITAL WEALTH
PLATFORM

AUTOMATED SECURITIES
BACK-OFFICE

Settlement MGMT / Cash & Securities MGMT / General Ledger / Regulatory Reporting / Alternative Investments MGMT / Market Data MGMT / Tax Engine / Corporate Actions / Fees Commissions & Charges

ADVISORY
BACK-OFFICE

Revenue & Compensation Management / Sales Audit & Compliance