Solution introduction
A Client Centric Advisory Process
Objectway Platform is the digital end-to-end solution 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 Platform, Investment Advisory is an integrated and customisable software platform enabling wealth management institutions to set up a client centric advisory process. Augmented intelligence and human governance are blended to achieve higher levels of efficiency and increase customer base, thanks to a quick generation of optimised suitable portfolios in accordance with customers’ needs, suitability checks and real-time risk portfolio monitoring, intelligent algorithms and digital web collaboration between client and advisor. Moreover, after discovering their risk profile and investment attitude, customers can define goals, simulate investment scenarios, monitor progress and deal with their advisor through their preferred digital channel.
Features
- Hybrid Investment Advisory
Defining goals, simulating investment scenarios, generating investment proposal and sharing through web collaboration
- Model Portfolio Contruction
Strategic and tactical asset allocation for optimal model portfolios, leveraging on the most used market algorithms
- Client Reporting
Overview of portfolio performance, risk, asset allocations, holdings and transaction details
- Client Risk Profiling
Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis
- Client Portfolio Optimization
Optimised, suitable, personalised investment proposals, constraints management and mass customisation for a large number of customers
- Advisor Analytics
Advisor dashboard and KPI monitoring with detailed information drilldown view
- Product Campaign
Target segmentation, product campaign launching and monitoring according to strategic business objectives
- Suitability Assessment
Real-time and bulk checks on customer portfolios according to regulatory requirements
Benefits
- Deliver optimised, suitable and personalised investment proposals for a large number of customers
- Reduce asset allocation complexity and operational risk
- Benefit from artificial intelligence, saving times and delivering better QoS
- Ensure robust methodological approach through an advanced digital advisory experience
- Deliver a goals-driven and client-centric advisory process
- Monitor investment ideas and improve portfolio quality
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
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Investment Advisory
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