Solution introduction

Create the Experience your Customers Expect

Objectway Platform is the digital end-to-end solution 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 Platform, the Investor & Advisor Portal is omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction, Client Onboarding gives clients a complete digital customer experience. It includes user-friendly portfolio analytics, available also on mobile apps and wearables, an adviser dashboard with 360° client view, real-time alerts and notifications, synchronous and asynchronous document and information sharing, video-chat, screen sharing and instant messaging in a secure environment.


- Digital Collaboration 
Real-time remote collaboration across all channels and devices through video-chat, co-browsing, instant messaging

- Communication & Reporting 
Overview of clients’ portfolios, reporting and interaction between clients and firm

- Client & Portfolio View 
360° client view, portfolio status at a glance, last transactions, goals summary, next best actions

- Self-Directed Investment 
Online self-service transaction functionality matching the best e-commerce customer experience

- Mobile Apps 
Client & portfolio view available on the go along with secure messages

- Advisor Analytics
Portfolio asset allocation, list of investment proposals with status, alerts dashboard, agenda

- Wealth Management CRM
360° view of client data, investments, assets and relationship, document store and tracking

- Client Onboarding
Paperless onboarding to collect client information, checking identity, financial data, obtaining consent from all involved parties


  • Acquire next-gen investors and digital savvy clients
  • Reduce complexity and speed up information delivery
  • Improve productivity, reducing manual activities and waiting times
  • Focus on development opportunities and customer relationship management
  • Support decisions with appropriate personalised financial information
  • Give your client the active role they expect

Key Data

Implementation Methods
  • Hosted (public cloud)
  • Hosted (private cloud)
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors
Client Regional Presence

Investor & Advisor Portal, Client Onboarding

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