Rathbones provide individual investment and wealth management services for private clients, charities, trustees and professional partners. They have been trusted for generations to manage and preserve their clients’ wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward.

Objectway has been partnering with Rathbones to help them build and implement their digital portal and “MyRathbones” app. This ensures that Rathbones’ clients and advisers can access their investments and investment managers anytime and anywhere. It is available via desktop, tablet and smartphone.

Implemented in 2020 and enhanced further throughout 2021, MyRathbones has been successfully adopted by c.43% of Rathbone’s clients, who access the service more than six times per month on average and download tens of thousands of investment reports quarterly.

In 2021, in partnership with Objectway, Rathbones implemented a major upgrade of their custody and settlement system, which was completed on time and within budget. The upgraded solution is a solid foundation to build upon with the upcoming launch of their future digital solutions to help improve prospecting, onboarding and servicing capabilities.

“Over the last two years, Objectway has proven to be a reliable partner in terms of solution design and execution for key components of our digital strategy. We are happy to confirm them as a strategic partner for our future digital transformation plans”, says Andy Brodie, Chief Operating Officer, Rathbones

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