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What is Ovation Data?

Discover the potential for improved decision-making and increased profitability with Ovation's innovative and strategic approach to data management. Our expert team and proprietary technologies empower you to securely manage your data with confidence. Leveraging over four decades of experience in data transformation, we deliver customized, high-quality, and scalable solutions designed to adapt to the evolving information needs of our clients both now and in the future. As a top-tier provider of data hosting services, we present a wide variety of traditional infrastructure and cloud-based storage options, ensuring reliable access and effective stewardship of your data from any location. Our experienced data hosting professionals have built a solid reputation over the years by providing secure and efficient solutions that allow clients to make well-informed, data-driven choices. No matter the size or format of your data, our extensive resources and dedicated personnel are meticulously prepared to address your hosting requirements, further demonstrating our unwavering commitment to excellence in service. With our focus on innovation and client satisfaction, we continually strive to enhance the data management landscape for businesses everywhere.

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.

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

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ovation Data

Date Founded

1976

Company Location

United States

Company Website

www.ovationdata.com

Company Facts

Organization Name

Objectway

Company Location

Italy

Company Website

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

Categories and Features

Data Management

Not specified

Categories and Features

Wealth Management

Not specified

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