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What is Objectway?

An advanced, modular wealth management platform is now available in the cloud, meeting the increasing demands of the financial industry. With over thirty years of experience in product development, we empower you to address present challenges while strategically positioning you to take advantage of future possibilities as we help you visualize your growth trajectory. Our refined client management system enables you to execute daily operations more effectively, deliver superior service to your clients, and enhance your revenue generation. This platform provides a holistic 360° perspective on client data, encompassing investments, assets, relationships, a document repository, and tracking functionalities. By incorporating digital features, you can increase your conversion rates with potential clients and strengthen existing client relationships. The smart KYC capture system facilitates a smoother onboarding process by adapting to different client profiles, supported by an integrated AML scoring engine. By streamlining operations, you can proactively manage a larger client roster through multi-channel strategies, which ultimately elevates advisor productivity and optimizes operational efficiency. Additionally, this pioneering solution equips your business to navigate the continually shifting financial landscape, ensuring you remain competitive and responsive to market changes. With these features, your firm will be well-prepared to thrive in a dynamic environment.

What is Adventace?

Can your sales team surpass the performance of top-tier competitors? By effectively utilizing predictive metrics, you can swiftly revamp your entire organization from the ground up, tackling current issues that may threaten future success and enabling managers to transition into proactive coaching roles through a comprehensive skill development framework. This strategy is designed to significantly boost the effectiveness of both sales managers and representatives, cultivating a vibrant and proactive sales culture. By promptly taking on the responsibilities of a proactive coach, you can identify and resolve challenges early, ensuring your team maintains a balanced sales pipeline while leveraging predictive metrics to address potential seller issues before they grow. The system is tailored to deliver considerable improvements in win rates and contract values, while also reducing the length of the sales cycle. Furthermore, it includes a thorough end-to-end sales enablement process, featuring an extensive array of online training programs that address everything from strategic planning to execution. Adopting this approach not only fosters immediate improvements but also establishes a solid foundation for enduring success in the sales realm. Ultimately, this transformation will empower your sales force to not only meet but exceed performance expectations consistently.

Media

Media

Integrations Supported

Conga Contracts
Salesforce

Integrations Supported

Conga Contracts
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Objectway

Company Location

Italy

Company Website

www.objectway.com/objectway-wealthtech-suite/

Company Facts

Organization Name

Adventace

Date Founded

2001

Company Location

United States

Company Website

adventace.com

Categories and Features

Categories and Features

Org Chart

Collaboration
Data Import / Export
Drag & Drop
Interactive Elements
Photos / Images
Publishing / Sharing
Templates

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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