Investment Platform

Benefit from a full set of digital powerful front-office capabilities to streamline platform’s tenant’s operations and act as an efficiency-enhancing outsourcer.

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 & distributor portal

Client Onboarding

Implement a fully paperless investment service for both customer onboarding and full customer lifecycle management, including client suitability processes & electronic signature

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

Deliver Portfolio Performance

Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution

Portfolio Management

Best of breed portfolio management system to execute investment decisions, delivering 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

order management

Risk Management & 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

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 & distributor portal

Client Onboarding

Implement a fully paperless investment service for both customer onboarding and full customer lifecycle management, including client suitability processes & electronic signature

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

Deliver Portfolio Performance

Deliver performance through a holistic closed-loop portfolio management process and a perfect investment strategy execution

Portfolio Management

Best of breed portfolio management system to execute investment decisions, delivering 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

order management

Risk Management & 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

Investment Platform 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.