Solution introduction
Delivering Performance to Enhance Client Wealth
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, Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution.
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
Investment compliance
Managing investment compliance to address transparency, risk tolerance and regulatory issues
Order management
Online trading and order management, real-time connectivity and direct link to markets
Clearing and settlement
Bringing efficiency to the back-office with a flexible and agile global software solution
Capital gain taxation
Leveraging the most accurate calculation of capital gains and allowable losses
Benefits
- Reduce costs to deliver increased front-office efficiencies
- Optimise returns and increase profitability
- Guarantee pro-active compliance by monitoring portfolios and business rules in accordance with the latest regulations
- Provide consistent reporting and attribution of performance to clients
- Manage risk exposure and volatility effectively and proactively
Key Data
Implementation Methods
- Hosted (public cloud)
- Hosted (private cloud)
Type of Clients
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Africa
- Caribbean
- Eastern Europe
- Middle East
- North America
- South America
- Western Europe
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Portfolio Management
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