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 & 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
- View Others View Less
Portfolio Management
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