Milan, Italy

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. 

Physical Address

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

Website Address

www.objectway.com

Email Address

info@objectway.it

Telephone Number

+39 02 898 001

Objectway Financial Software Solutions

Advice

Wealth management services have become a priority for financial services organisations to meet the client needs by providing the appropriate financial instruments and services. Turbulence in financial markets has reinforced the need to improve advisory by offering more customised and sophisticated services, as investors are pressing wealth managers to justify their......

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Altimis

Altimis is a superior, multi-currency, multi-channel stockbroking and portfolio management system. It offers an integrated, straight-through approach to all aspects of investment management and can be delivered as a fully managed solution. Altimis is a highly configurable and client-centric solution that accommodates current and future client regulatory and business growth......

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BETA Global

BETA Global is an institutional and private client settlement system that is available via a service bureau or a client hosted solution for global securities processing. It provides integrated real-time processing, from trade capture and enrichment, through to confirmation, settlement and accounting, using a flexible workflow architecture and exception handling......

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Conectus

Re-engineer your business model around the connected customer.  Today’s increasingly digital investors expect online technology that not only cuts costs but also improves the user experience. A torrent of “next-generation” investors and a growing number of older investors are attracted to self-service robo-advisors, which are disrupting the value chain of traditional......

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Digital Client Engage

Client Engage brings to desktop and mobile users consolidated information related to your client management activities such as onboarding, fact-find, suitability reviews and alerting. The platform is fully integrated with Objectway’s eXimius and Advice....

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Digital Wealth Management

The next generation digital platform. Doesn’t it feel as though succeeding in today’s private wealth and investment arena is getting tougher every day? Digital Wealth Management is the new generation platform designed to answer to the challenges and increasing complexity currently facing the wealth and investment management industry. The integrated solution supports the whole digital investment management process enhancing......

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eXimius

Portfolio managers can no longer rely on spreadsheets and outdated systems to cost-efficiently make and implement sound investment decisions. Investment managers require instant access to client portfolios and market information to deliver performance and enhance client wealth. This needs to be presented in a concise and accurate format that is easily understood.......

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Fiscal

Fiscal is an established multi-currency, multi-firm settlement system that supports both agency and principal trading. It is capable of processing high volumes over a sustained period. Fiscal meets the needs of diverse stockbroking operations, including execution only, advisory, discretionary, institutional and personal wealth fund managing firms. The system is particularly......

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Hybrid Advisory

Combining human interaction with digital capabilities, investors can start their investment experience online and request a human advisor for more complex decisions, through their preferred digital channel in a collaborative manner. Hybrid investment advisory. Provide your clients with a disruptive Hybrid Advisory solution including goal-based analysis and investment planning. Deliver personalised advice in......

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Illumas

The UK’s private wealth and investment arena continues to throw up challenges driven by regulation, increased competition and an ever increasing demand for information and capability across more and more delivery channels. Illumas integrates four proven Objectway platforms—Conectus user eXperience software, ClientEngage CRM application, eXimius Portfolio Manager and rhymeSIGHT back office......

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OPTIMO

A wide set of studies and market analysis confirm that strategic asset allocation is the most important decision in the investment process. However, because of the complex set of variables to manage, Financial Institutions need a structured rules system providing an efficient and dynamic model portfolio construction, minimising operational risk and ensuring......

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PFP

Objectway Personal Financial Planning (PFP) provides financial institutions with best of breed multichannel capabilities to deliver a comprehensive and modern personal financial planning service to investors. PFP supports the full spectrum of services like customer profiling and risk attitude analysis, needs analysis, cashflow analysis, wealth projection, goals setting, what-if scenarios simulation,......

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Sure

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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Total Wealth

Total Wealth is a front-to-back office solution for international investment management and stockbroking needs. It integrates five modules — digital user experience, portfolio management, back office operations, SWIFT-based clearing & settlement engine and CRM — into a single unified solution. The result? You get one coherent data model, one business model covering......

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Wealth in ONE

Increasing regulatory burdens, rising costs of risk and competition’s pressure pose new challenges to Wealth Management Industry. Moreover, a new generation of investors think differently, have new attitudes and digital expectations. The answer to face this increasing complexity is a digital solution for an ever-changing world. For that reason we......

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