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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 ProVision?

ProVision offers unmatched visibility into your logs and security efforts, giving you a distinctive view of your entire security posture. With Foresite ProVision, your organization is equipped to proactively meet future challenges and make strategic decisions that allow you to leverage new opportunities. Our proprietary ProVision platform enables businesses to manage their assets, generate comprehensive reports, and employ analytics to support informed decision-making. Tailor your dashboards and reports to suit your specific requirements. By harnessing analytics, you can discover actionable insights that elevate your business intelligence. Effortlessly manage all assets and system inventories from one central hub. Our unified log management dashboard facilitates swift and effective analysis of security log information. Grasping your data’s significance is crucial; it’s vital to identify which events are critical for ProVision to accurately detect genuine threats while minimizing false alerts. You have the choice to manage security protocols in-house or depend on our experienced security analysts, allowing your team to focus on core responsibilities. This adaptability guarantees that you possess the necessary resources to sustain a robust security framework. Ultimately, ProVision not only enhances security management but also fosters a culture of proactive risk assessment in your organization.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$149 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

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
On-Site Training

Company Facts

Organization Name

Objectway

Company Location

Italy

Company Website

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

Company Facts

Organization Name

Foresite

Company Location

United States

Company Website

foresite.com/provision-platform/

Categories and Features

Wealth Management

Not specified

Categories and Features

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