Objectway Financial Software

HQ Address

Via G. da Procida, 24, 20149 Milan, Italy

Website Address

www.objectway.com

Connect with Objectway Financial Software
Business introduction

Wealth, investment & asset management software solutions

Objectway is a fast-growing international player in the wealth, investment & asset management market

Founded in 1990, Objectway Group is a leading provider of investment management and digital software solutions to the worldwide financial services industry. Our omni-channel, omni-device software platform supports the rapidly advancing digital revolution within the wealth and investment management segment.

Under the direction of CEO and founder Luigi Marciano, Objectway has seen steady growth since its inception, both organically and through strategic acquisitions, with revenues topping 60 million euros in fiscal year 2015. Our awarding-winning platform is the trusted choice of leading wealth and investment firms across the globe—from EMEA to Canada to Central America.

From offices in Italy, Belgium, the UK, Ireland and South Africa, Objectway’s roughly 500 employees support more than 100,000 investment professionals in 15 countries, who manage more than one trillion euros in wealth. For more than 25 years, we’ve kept our focus on a single vision: combining advanced technology with a deep understanding of business needs to help our clients reshape their wealth management services. 

Objectway Financial Software Solutions

Advice - Compliance & Risk

Could your firm stand up to MiFID II requirements? Assess and clearly document customer’s risk profile and investment rationale using a real time engine which provides actionable insight and historical information management....

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Advice - Hybrid Advisory

Combining human interaction with digital capabilities, investors can start their investment experience online and request a human advisor for more complex decisions. 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 in......

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Advice - Mass Customisation

Set-up, launch and monitor your product campaign, aligning budgeting and target setting with strategic business objectives. What if analysis, automated portfolio rebalancing and simulation blended with human governance to deliver suitable investment proposals in accordance with customers’ needs....

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Advice - Portfolio Optimiser

Based on Black-Litterman approach, Portfolio Optimiser reduces the complexity of asset allocation process and provides a valuable solution to define strategic and tactical asset allocation for your customers. An appropriate model portfolio construction provides agile and swift reaction to market fluctuations, with a balanced management of strategic bedrock and tactical......

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Conectus - Advisor Desk

Advisor Desk boosts productivity with a new advisor experience platform that automates information delivery and provides actionable insights. Help advisors to manage clients smartly, plan their working day and manage their pitchbook....

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Conectus - Client Onboarding

Automated and streamlined onboarding process is the key of long-lasting and profitable client relationships. Adopt an automated & omni-channel onboarding strategy to improve client experience and enhance advisor productivity in compliance with regulatory requirements....

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Conectus - Investor Portal

Conectus is the omnichannel, omni-device user experience platform supporting digital engagement and collaboration between client and advisor. Designed specifically for the wealth and investment services segment it focuses on front-end and user interaction to give advisors and clients a complete digital customer experience....

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eXimius - Client Engage

Client Engage is the front-office customer relationship management solution. It provides an easy-to-use wealth solution based on Microsoft Dynamics 365 to efficiently and effectively manage clients, orchestrating interactions and communications....

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eXimius - Portfolio Manager

eXimius Portfolio Manager is a multichannel, multi-entity, multi-device software platform that automates the daily challenges of wealth managers. It brings unprecedented efficiency to routine tasks such as portfolio analysis, risk and regulatory compliance, client reporting, order management and rebalancing, alerting, monitoring, performance measurement, and attribution....

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eXimius - Securities Back Office

International post-trade clearing & settlement solution to meet securities back-office needs in terms of institutional and private client management. Multi-currency, multi-entity and multi-asset global solution....

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Objectway Wealthtech Suite

Objectway Wealthtech Suite is the new generation platform designed to answer to the challenges and increasing complexity currently facing the wealth & invest management industry. The front-to-back office platform supports the whole digital investment management process enhancing the entire advisor-client engagement & collaboration experience and enabling you to reach new customers......

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