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Objectway
Objectway is a leading provider of software and services for the wealth, investment and asset management industries.
Email: info@objectway.com
Phone: +39 02 47770 1
Web: https://www.objectway.com/
products
Objectway Client Onboarding
Category: Client Onboarding Platforms
Provides end-to-end digital onboarding, risk profiling, KYC, multi-channel client engagement, e-signature, and compliance automation for wealth managers and advisory firms..
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Objectway WealthTech Suite – Workflow Management
Category: Workflow Management Systems
Enables workflow automation and task orchestration for advisory client onboarding, portfolio management, compliance, and operational activities. Features rules-based routing, digital document management, and auditability..
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Objectway Wealth CRM
Category: Client Relationship Management (CRM) Systems
Wealth-centric CRM for brokerages providing full client view, automated onboarding, activity logs, workflow, compliance, task management, document storage, and omni-channel communication..
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Objectway Custody & Administration
Category: Custody Management Systems
Integrated custody platform offering asset servicing, corporate actions, settlement, reconciliation, and regulatory reporting. Includes portfolio accounting, performance measurement, and compliance monitoring..
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