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Objectway Wealth CRM from Objectway
Wealth-centric CRM for brokerages providing full client view, automated onboarding, activity logs, workflow, compliance, task management, document storage, and omni-channel communication.
Product analysis by function
Client Relationship Management (CRM) Systems for Client Services
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
More Client Relationship Management (CRM) Systems
More Client Services ...
Client Data Management
(0 Yes /0 Known /11 Possible features)
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Comprehensive Client Profiles Ability to store and display detailed information for each client, including personal, financial, and contact information. |
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Document Management Support for storing, organizing, and retrieving client-related documents and forms. |
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Data Enrichment Tools Integration or automatic population of client profiles with data from external and internal sources. |
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Custom Fields Ability to add company-specific fields to client profiles. |
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Advanced Search and Filtering Robust search functionality with multiple filter options to quickly locate client records. |
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Bulk Data Import/Export Support for importing or exporting client data in various formats (CSV, Excel, etc.). |
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Data Validation Automated checks and validation routines to ensure data quality and consistency. |
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Historical Record Keeping Maintains a comprehensive change history or audit trail for client data. |
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Multi-language Support Support for multiple languages in client data fields and interfaces. |
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Compliance Tagging Ability to tag and flag records for regulatory and compliance review. |
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Data Storage Capacity Total amount of client data and documents that can be stored. |
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Interaction Tracking
(0 Yes /0 Known /10 Possible features)
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Activity Logging Automatic or manual recording of client interactions (calls, emails, meetings, etc.). |
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Email Integration Ability to link and track email exchanges within client records. |
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Call Logging and Recording Support for logging calls and, where allowed, recording conversations. |
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Meeting Scheduling Integrated scheduling tools for arranging meetings with clients. |
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Notes and Attachments Add contextual notes and attach relevant files to each interaction. |
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Task Assignment Assign follow-up actions or tasks based on interactions. |
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Interaction Timeline Visual timeline display of all past client interactions. |
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Bulk Interaction Upload Ability to bulk upload historical interactions. |
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Activity Alerts Real-time notifications based on specific client activity or inactivity. |
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Interaction Storage Duration Duration for which interaction records are stored and accessible. |
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360-Degree Client View
(0 Yes /0 Known /10 Possible features)
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Account Aggregation Aggregates data from multiple accounts, consolidating positions, balances, and activities in one view. |
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Real-Time Updates Dashboards and client views update dynamically with live data. |
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Relationship Mapping Visual and data tools to map associations between clients, households, and related entities. |
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Portfolio Overview Summary view of client portfolios, holdings, and risk exposure. |
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Service Case Overview Unified access to service tickets and requests related to each client. |
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Custom Dashboard Widgets Allow users to tailor dashboard content to individual preferences. |
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Client Segmentation Filters and visualizations to quickly group and analyze clients by segment or profile. |
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Cross-Channel Activity Shows client activity across email, phone, chat, web, and mobile touchpoints. |
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KPIs at a Glance Displays key performance indicators relevant to client health and engagement. |
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Time to Load Dashboard Time required to fully load and render the 360-degree client view. |
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Workflow Automation
(0 Yes /0 Known /10 Possible features)
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Onboarding Automation Automates steps in the client onboarding process based on pre-defined rules. |
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Task Automation Automatically generates reminders, assignments, and escalations. |
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Approval Routing Configurable multi-step approval flows for sensitive transactions or documentation. |
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Custom Workflow Builder Drag-and-drop interface for creating custom workflow templates. |
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Service Ticket Automation Automates assignment and routing of client service tickets. |
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Document Generation Automatically generates standardized documents for client requests. |
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SLA Tracking Tracks workflow adherence to service level agreements. |
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Workflow Audit Logs Detailed tracking of workflow actions and status changes. |
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Concurrent Workflows Number of workflows that can be executed in parallel. |
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Average Task Completion Time Average time required for an automated workflow to complete a standard task. |
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Compliance and Security
(0 Yes /0 Known /10 Possible features)
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Role-Based Access Controls Granular user access permissions, ensuring only authorized users access sensitive data. |
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Audit Trail Comprehensive logs of user activities and changes in the platform. |
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Data Encryption Data encrypted at rest and in transit according to industry standards. |
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2-Factor Authentication Support for two-factor (2FA) or multi-factor authentication (MFA). |
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Regulatory Reporting Integration with required regulatory systems for reporting and compliance filings. |
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Client Consent Management Capture and store records of required consents and data handling preferences. |
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Data Retention Policies Configure how long records are retained in accordance with regulations. |
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Third-Party Access Controls Monitor, restrict, and log third-party system integrations and access. |
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Anonymization and Pseudonymization Tools Support for making data non-attributable for testing or analytics. |
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Number of Compliance Certifications Count of third-party compliance certifications (e.g., ISO, SOC2). |
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Analytics and Reporting
(0 Yes /0 Known /10 Possible features)
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Standard Report Library Built-in set of common reports (activity, contact, pipeline, etc.). |
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Custom Report Builder User-friendly interface for building bespoke reports. |
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Interactive Dashboards Dynamic, visual dashboards with drill-down capability. |
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Scheduled Reports Ability to automatically deliver reports on a defined schedule. |
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Export Data Formats Range of export options for report outputs (PDF, CSV, XLSX, etc.). |
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Real-Time Analytics Support for near real-time data visualization and analysis. |
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KPI Customization Set and monitor key performance indicators relevant to client service. |
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Analytics API Access Programmatic access to analytics for integration with other systems. |
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Number of Concurrent Reports How many reports can be generated simultaneously. |
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Report Generation Time Average time to produce standard analytical reports. |
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Integration and Extensibility
(0 Yes /0 Known /10 Possible features)
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API Availability Comprehensive API access for data exchange and process integration. |
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Third-Party App Marketplace Catalog of pre-built integrations with popular fintech and productivity tools. |
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Open Data Standards Support for widely accepted data exchange standards (FIX, OFX, REST, etc.). |
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Single Sign-On (SSO) Integrate with directory services for unified credential management. |
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Webhooks Configurable webhooks for real-time system notifications and triggers. |
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Custom Plug-In Support Extend system with in-house or third-party plug-ins and extensions. |
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Batch Data Sync Scheduler and tools for batch synchronization of large data sets. |
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Integration Monitoring Visibility and alerts regarding integration health and data flow. |
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Concurrent Integration Limit Maximum number of concurrent system integrations supported. |
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Mean Integration Response Time Average response time for key API calls or integrations. |
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User Experience and Accessibility
(0 Yes /0 Known /9 Possible features)
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Mobile Responsiveness Optimized interface for use on mobile devices. |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG) for users with disabilities. |
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User Personalization Support for tailored views, notifications, and navigation per user. |
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Contextual Help In-app help, tooltips, guides, and tutorials. |
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Multi-Window Support Ability to use multiple windows or tabs without session conflicts. |
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Localization Support for multiple languages and regional formats. |
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End-User Training Tools Library of learning resources and onboarding modules. |
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User Session Timeout Setting Duration after which an idle user is automatically logged out. |
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Page Load Speed Average time to load main user interface pages. |
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Client Communication Tools
(0 Yes /0 Known /10 Possible features)
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Secure Messaging End-to-end encrypted chat or messaging with clients within the platform. |
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Bulk Email Campaigns Ability to create and send targeted email campaigns to clients. |
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SMS Integration Direct messaging via SMS to clients’ registered numbers. |
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E-Document Delivery Securely send statements, disclosures, and other documents to clients. |
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Campaign Analytics Track open rates, clicks, and engagement for outbound communications. |
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Automated Reminders System-generated reminders for pending actions or documents. |
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Template Management Central management of approved email and message templates. |
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Opt-In/Opt-Out Management Maintain compliant records of client marketing communication preferences. |
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Concurrent Campaign Limit Maximum number of simultaneous outbound campaigns. |
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Message Delivery Time Average time for messages to be delivered to clients. |
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Service Case and Ticketing Management
(0 Yes /0 Known /10 Possible features)
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Case Creation Automation Auto-generation of service cases from incoming emails or client messages. |
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Priority and Categorization Support for tagging tickets by priority and type for routing and handling. |
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Assignment Rules Automated or manual assignment of cases to the appropriate team or individual. |
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SLAs and Escalation Rules Configurable SLAs and escalation triggers for overdue cases. |
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Case Resolution Workflows Guided workflows for efficient problem investigation and resolution. |
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Internal Notes and Collaboration Private notes, file sharing, and team chat on each ticket. |
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Client Portal Access Clients can view, update, and track their own tickets online. |
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Case Closure Feedback Collect client satisfaction feedback upon case resolution. |
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Active Case Limit Maximum number of open service cases the system can manage simultaneously. |
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Average Case Resolution Time Mean turnaround time for resolving standard support tickets. |
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Performance, Reliability, and Support
(0 Yes /0 Known /10 Possible features)
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System Uptime SLA Contractually guaranteed percentage of system availability. |
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Disaster Recovery and Backup Automated data backup and rapid failover capabilities. |
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24/7 Support Availability Access to technical support around the clock. |
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Response Time Guarantee Average time to respond to critical support requests. |
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User Community Portal Online forum and help center for users to share solutions. |
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Regular Software Updates Commitment to periodic updates and enhancements. |
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Performance Monitoring Tools Built-in utilities to monitor system health and usage. |
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Incident Notification Immediate alerts to administrators for system issues. |
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System Scalability Capacity to expand concurrent users or data usage without significant degradation. |
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Peak Concurrent User Support Maximum number of users supported simultaneously under full load. |
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