Making the future is the name of our strategy. A future that has already begun, and we are the ones making it. Together.

The firm was looking for a partner able to support its strategy to position itself as a market innovator in investment services, by democratising its wealth offering with an efficient and scalable bespoke advisory platform, to service investors up from a minimum investment of €10.000.

Using Objectway’s Investment Advice solution, novobanco has the capabilities of a centralised and structured investment tool that standardises the creation of personalised proposals based on risk-optimised model portfolios, provides proactive, real-time bulk monitoring against client mandates and implements algorithmic optimisation and rebalancing.

The bank is able to provide a holistic view of a client’s total wealth, whilst aligning the investor’s risk profile and goals with the bank’s investment strategies and governance, in compliance with MiFID II regulation, thus creating a hybrid service where the solution and the advisors work together to create a suitable personalised proposal.

“The partnership with Objectway on our transformation program has been extremely collaborative and productive. We’ll bring our plans further by pursuing together with Objectway more enhancements to our financial advisory experience, such as ESG regulations, multi-goal approach and direct advisory, to mention a few”, says Alexandra Tostões, Head of Advisory Service, novobanco

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