As Wealth Advisors or Investment Managers, you have managed to achieve good returns for your clients over the past few years, certainly considerably better than the traditional savings institutions such as banks and insurance companies.

Technology enables to focus your valuable time and effort.

Discover how to scale
Large firm with lots of Advisors may transition into a Tier 1 business with tens of billions of AUM and with a reputation for serving all types of investors across all channels

How can advisors be responsive to clients
They can provide valuations, increasing investment, trading. Or acting on changes in the client profile, after updates on the mandate, requiring modification in their portfolio

How to check the suitability of the investments made
If investments are not achieving return or are out of line with the mandate, these are not suitable anymore for the client’s needs. Time to update

Click the image below to access and download the full report. 

About Objectway
The Opus Nebula team are domain experts in applying smart cloud technologies to provide state-of-the-art client and fund reporting capabilities to investment and asset management firms. Drawn from the tier one banking community the team has deep-domain knowledge and unrivalled experience of delivering reporting solutions at scale. Founding directors Andrew Sherlock and Shawn Obery have over 60 years’ experience in financial services, specialising in client reporting, client servicing, operations, database design and change management. We are on a mission to help all our clients provide accurate, timely and tailored reporting services to their valued clients.