Overview
A Client Centric Advisory Process
Objectway Platform is the digital end-to-end solution for banks, wealth managers, asset managers and their investors. It seamlessly integrates all front- to back-office operations into one, unified, ever-evolving platform, available on Cloud and accessible as a service.
As part of Objectway Platform, Investment Advisory is an integrated and customisable software platform enabling wealth management institutions to set up a client-centric advisory process.
Augmented intelligence and human governance are blended to achieve higher levels of efficiency and increase the customer base, thanks to a quick generation of optimised suitable portfolios in accordance with customers’ needs, suitability checks and real-time risk portfolio monitoring, intelligent algorithms and digital web collaboration between client and adviser.
Moreover, after discovering their risk profile and investment attitude, customers can define goals, simulate investment scenarios, monitor progress and deal with their adviser through their preferred digital channel.
Key Features
- Hybrid Investment Advisory:
Defining goals, simulating investment scenarios, generating investment proposals and sharing through web collaboration.
- Model Portfolio Construction:
Strategic and tactical asset allocation for optimal model portfolios, leveraging on the most used market algorithms.
- Client Reporting:
An overview of portfolio performance, risk, asset allocations, holdings and transaction details.
- Client Risk Profiling:
Client profiling through IDD, KYC, MiFID questionnaire, financial situation assessment and diagnosis.
- Client Portfolio Optimisation:
Optimised, suitable, personalised investment proposals, constraints management and mass customisation for a large number of customers.
- Adviser Analytics:
Adviser dashboard and KPI monitoring with detailed information drill-down view.
- Product Campaign:
Target segmentation, product campaign launching and monitoring according to strategic business objectives.
- Suitability Assessment:
Real-time and bulk checks on customer portfolios according to regulatory requirements.
Key Benefits
- Deliver optimised, suitable, and personalised investment proposals for a large number of customers
- Reduce asset allocation complexity and operational risk
- Benefit from artificial intelligence, saving time and delivering better QoS
- Ensure robust methodological approach through an advanced digital advisory experience
- Deliver a goals-driven and client-centric advisory process
- Monitor investment ideas and improve portfolio quality