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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 Advisor360°?

Elevate your automation processes and boost the productivity of your advisors with our comprehensive digital wealth management platform, which provides a unified and cohesive digital experience. By pinpointing your main challenges, we will assist you in navigating towards the optimal solution. Our aim is to deliver a smooth and integrated wealth management experience specifically customized for your advisors. Our all-encompassing software solution is crafted to efficiently oversee the digital wealth journeys of both advisors and their clients, addressing the diverse wealth management requirements across multiple sectors such as investments, banking, and insurance, all through a robust platform that integrates seamlessly with your existing technological landscape. Recognizing that inconsistent and fragmented data can impede decision-making and results, we implement a distinctive strategy to effectively streamline and consolidate your data. Our intuitive applications not only expedite your market entry but also enable faster, data-driven decisions to be made. By harnessing our vast expertise in wealth management and enterprise software, we create innovative, customizable solutions that specifically address your business needs, ensuring that you maintain a competitive edge in the industry. This strategic approach not only empowers your team but also significantly boosts client satisfaction and engagement, ultimately fostering long-term relationships. As we continue to adapt to the evolving market needs, our commitment remains steadfast in helping you thrive in a dynamic environment.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Advisor360°

Company Location

United States

Company Website

www.advisor360.com

Categories and Features

Categories and Features

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