Our Digital Wealth Platform

Digital Wealth Ecosystem

Thanks to Objectway, the Global Top 100 FinTech provider for banks, wealth and asset managers, we provide a complete client engagement, advisor & investment management solution

Choose the right product for you

The cutting-edge, multi-device solution improves client engagement and front-office productivity with an online portal, mobile apps and investor self-service tools. It enables relationship managers to efficiently manage multiple investment services, with strong reporting, risk management and compliance capabilities.

Self-Service & Hybrid Digital Channel

Integrates automated tools for independent financial management with personalized guidance through digital platforms, optimizing client interaction and enhancing financial decision-making capabilities

CLIENT ONBOARDING →CLIENT PORTAL & APPS →DIGITAL ASSET MANAGEMENT →ROBO ADVISOR FOR INDIVIDUAL INVESTORS →

Advisor / Banker Workstation

Providing a comprehensive platform equipped with 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 →

Investment Service Management

Sophisticated advisory and portfolio management tools, risk assessment models and asset allocation strategies, empowering clients and advisors to make informed investment decisions in line with financial goals and market dynamics

INVESTMENT ADVICE →PORTFOLIO MANAGEMENT →RISK, ESG E COMPLIANCE →

Offer your customers a digital user experience across all channels and devices together with high-speed and secure interaction with the advisor.

  • Complete coverage of the entire digital value chain
  • Instant access to all information
  • Seamless and fast interaction with all applications
  • Open microservices architecture

Laptop Woman Digital Onboard

Digitize your Ecosystem
for a Fraction of the Cost

To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.