Solution introduction
Portfolio Management
Objectway Suite is the growth platform for Banks, Wealth Managers, Asset Managers and their investors. It seamlessly integrates all front to back office operations into one, unified, ever-evolving platform, available on Cloud and accessible as a service.
As part of Objectway Suite, OPM is a dynamic discretionary Portfolio Management solution responding to the most advanced needs of banks and asset management companies in terms of unlimited flexibility and configurability in providing service to all customer segments, maximum operational efficiency, incremented back-office productivity and risk management. OPM offers maximum reactivity with real-time calculation, implements investment strategies managing all type of regulatory constraints and complying with the guidelines of the portfolio management mandate.
Attracting New Business from Introducers, IFAs and EAMs
Compliance & Regulation, Investment Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
26/09/2022
Features
- Portfolio Management
Up-to-date and real-time portfolio analysis, modelling, rebalancing, monitoring
- Client Reporting
Overview of portfolio performance, risk, asset allocations, holdings and transaction details
- Performance Management
Performance contribution and attribution, performance measurement and benchmarking
-Order Management
Online trading and order management, real-time connectivity and direct link to markets
- Investment Compliance
Managing investment compliance to address transparency, risk tolerance and regulatory
issues
Benefits
- Make portfolio management processes more efficient by reducing manual interventions
- Ensure compliance with regulation and internal management rules and policies
- Benefit from a continuous update on the status of investments
- React quickly to market changes
Key Data
Implementation Methods
- Hosted (public cloud)
- Hosted (private cloud)
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
Client Regional Presence
- Africa
- Caribbean
- Eastern Europe
- Middle East
- North America
- South America
- Western Europe
- View Others View Less
Objectway Suite - OPM
Please click the button below to connect with Objectway
