Solution introduction
Delivering Performance to Enhance Client Wealth
Objectway Suite is the growth platform 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 suite, Eximius 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. The solution is designed to manage the entire client life cycle, from prospecting through onboarding, to ongoing service delivery like suitability reviews and other periodic and ad-hoc events, including also advisor desk to improve advisory productivity with a 360 client view.
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
- Cleaning & Settlement
Bringing efficiency to the back-office with a flexible and agile global software solution
- Capotal 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
- Central America
- Eastern Europe
- Middle East
- North America
- Western Europe
- View Others View Less
Objectway Suite - EXIMIUS
Please click the button below to connect with Objectway
