Objectway Client Onboarding from Objectway

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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Product analysis by function

Client Onboarding Platforms for Client Service and Operations

Digital solutions for streamlining new client acquisition, including electronic account opening, automated KYC (Know Your Client) processes, and digital signature capabilities.
More Client Onboarding Platforms More Client Service and Operations ...

User Experience & Interface
(8 Yes /8 Known /11 Possible features)

Data Collection & Processing
(6 Yes /6 Known /10 Possible features)

Integration & Interoperability
(5 Yes /5 Known /8 Possible features)

Compliance & Regulatory Controls
(6 Yes /6 Known /7 Possible features)

Automation & Workflow Management
(5 Yes /5 Known /9 Possible features)

Security
(4 Yes /4 Known /7 Possible features)

Reporting & Analytics
(2 Yes /2 Known /8 Possible features)

Collaboration & Communication
(1 Yes /1 Known /7 Possible features)

Scalability & Performance
(1 Yes /1 Known /6 Possible features)

Support & Vendor Services
(5 Yes /5 Known /7 Possible features)

Cost & Pricing Flexibility
(2 Yes /2 Known /5 Possible features)

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Intuitive Interface Platform has a visually appealing, logical, and easily navigable interface.		Marketing materials highlight a modern, intuitive UI designed for efficient digital onboarding.
Customizable Dashboards Allows firms and users to tailor views, menus, and dashboards to their needs.		Feature documentation references customizable dashboards to fit firm workflow needs.
Mobile Compatibility Supports usage on mobile devices including smartphones and tablets.		Product supports multi-channel and remote engagement, implying mobile and tablet compatibility.
Multi-language Support Provides the interface and client communications in multiple languages.		No information available
Accessibility Features Compliance with accessibility standards (e.g., WCAG), enabling use by all abilities.		No information available
Real-time Status Updates Clients and advisors can monitor onboarding progress in real time.		Described as providing real-time onboarding process status for advisors and end-clients.
Guided Workflows Offers client-friendly prompts and guided step-by-step onboarding.		Includes guided, step-by-step digital onboarding workflows for clients.
Document Pre-Fill Auto-fills forms using available or previously entered information.		Mentions pre-filled forms and data re-use throughout onboarding process.
Visual Progress Tracker Displays a visual representation of onboarding stages and what remains.		Screenshots/videos show a visual tracker of onboarding stages.
Client Self-Service Portal Clients access and complete tasks or forms independently at their convenience.		Webpage highlights self-service onboarding for clients.
Multi-User Support Allows multiple parties (e.g., joint account holders, advisors) to collaborate on onboarding.		No information available

Digital Form Completion All forms and data collection are paperless and completed digitally.		Described as fully digital and paperless onboarding.
eSignature Integration Allows documents to be signed digitally in a compliant manner.		eSignature is a highlighted core feature.
Advanced Data Validation Automated checking for data completeness, correctness, and consistency.		No information available
ID Verification & KYC Checks Automated identity validation and Know Your Customer (KYC) checks.		Supports automated ID verification and KYC checks per documentation.
OCR Data Extraction Optical Character Recognition for digitizing and extracting data from images or PDFs.		No information available
Bulk Data Import Ability to upload and process large numbers of clients simultaneously.		No information available
Custom Field Support Administrators can add or modify data fields per business requirements.		Admins can define business-specific fields during onboarding setup.
Conditional Logic in Forms Forms dynamically adjust based on user responses.		Mentions dynamic forms that adapt questions based on user responses.
Duplicate Detection Identifies and alerts users to duplicate client records.		No information available
Data Encryption at Rest and in Transit Ensures all client information is encrypted, stored, and transmitted securely.		States full data encryption both at rest and in transit for all sensitive data.

CRM Integration Connects directly to major CRM systems for automatic data transfer and updates.		Integrates with CRM platforms (Salesforce, etc.) as part of onboarding ecosystem.
Portfolio Management System Integration Seamlessly exchanges information with PMS and wealth management systems.		Built to connect with portfolio management systems used by wealth firms.
Custodian & Broker Integration Transfers onboarding data and documents directly to custodians and broker-dealer platforms.		Supports data transfer to custodian/broker platforms as listed in integration partners.
API Availability Provides robust APIs for custom integrations.		Provides API access for custom platform integrations.
Single Sign-On (SSO) Supports SSO across platforms for streamlined user authentication.		No information available
Document Management System Integration Connects to DMS for archiving and retrieval of onboarding documentation.		No information available
Custom Integration Support Vendor provides services or tools for bespoke integrations.		Vendor offers bespoke integration services according to prospectus.
Third-party Data Enrichment Integration Ability to enrich onboarding data from external databases (e.g., credit bureaus, AML).		No information available

Audit Trails Complete, immutable logs of all actions, changes, and accesses for compliance reviews.		Product supports full audit trails for compliance purposes.
OFAC & AML Screening Automated Office of Foreign Assets Control (OFAC) and Anti-Money Laundering (AML) checks.		Per features, includes OFAC and AML screening as part of onboarding compliance.
Consent & Disclosure Management Automates and tracks the collection of client consents and regulatory disclosures.		Automates and tracks client consents and disclosures.
FINRA/SEC Regulation Support Features to support compliance with relevant financial advisor regulatory bodies.		Explicit mention of FINRA/SEC regulatory compliance tools in documentation.
Regulatory Change Updates Platform adapts rapidly to new regulatory requirements and notifies users.		Vendor asserts platform is updated in accordance with new regulatory changes.
Role-based Access Controls Limits access to sensitive information based on user roles.		Supports role-based permissions/restrictions for user access.
Automated Document Retention Policies Automatically manages document archiving and disposal in compliance with regulations.		No information available

Automated Task Assignment Distributes onboarding tasks to team members based on rules or workload.		Product can auto-assign tasks to staff based on workflow rules.
Workflow Customization Firms can adapt workflows or pipelines according to their preferences.		Workflow customization is called out as a key differentiator.
Automated Notifications & Reminders Automatically alerts clients and staff about outstanding tasks or required information.		Automatic notifications/reminders are part of the onboarding process automation.
Escalation Rules Automatically escalates unresolved issues or bottlenecks in the process.		No information available
SLA Management Tracks and enforces Service Level Agreements for task completion.		No information available
Template Library Pre-built and customizable workflow, message, and document templates.		No information available
Bulk Processing Capabilities Supports onboarding actions for multiple clients in a batch.		Supports onboarding batches of clients for migration and bulk onboarding.
Integration with Calendar Tools Synchronizes onboarding activities with calendar and scheduling platforms.		No information available
Approval Chains Defines and automates multi-level approval flows.		System can define and automate approval chains across roles.

Multi-factor Authentication Supports two or more authentication steps for all users.		Describes strong authentication including multi-factor support.
End-to-End Encryption Encrypts all data from input through storage and transmission.		End-to-end encryption mentioned in compliance and technical specifications.
Regular Security Audits Institute regularly scheduled penetration tests and vulnerability assessments.		No information available
Threat Detection & Monitoring Detects and alerts to suspicious activity, login attempts, or data breaches.		No information available
GDPR/CCPA Compliance Supports controls and features for privacy law compliance.		Explicitly states GDPR compliance and configurable privacy controls.
Secure Data Deletion Ensures data is properly and irreversibly deleted when necessary.		No information available
Audit Logging Detailed logs of all data access and changes, available for investigation.		Supports audit logging for access and activity monitoring.

Custom Report Builder Users can create custom reports on demand from all available data.		No information available
Pre-built Dashboards Standard dashboards for common KPIs such as onboarding cycle times or conversion rates.		No information available
Real-Time Analytics Analytics and data visualization update immediately as new data arrives.		No information available
Export to Excel/CSV/PDF Users can easily export reports and data for use in other tools or for compliance.		No information available
Scheduling of Reports Automated scheduling and delivery of reports to specified recipients.		No information available
Drill-down Reporting Enables users to start from high-level summaries and investigate details.		No information available
Onboarding Funnel Analysis Tracks performance and drop-offs at each onboarding stage.		Described as supporting funnel analysis for process optimization.
Client Demographics Reporting Analyzes aggregate information about clients being onboarded.		Supports analytics and reporting on client populations and demographics.

Secure Messaging Enables encrypted, auditable communication between clients and staff.		No information available
Task Assignment & Comments Users can assign tasks or add comments in context to onboarding items.		No information available
Notification Preferences Recipients can select how and when to receive onboarding communications.		No information available
Team Collaboration Tools Built-in tools to enable advisor and operation team coordination.		Includes collaboration features for advisers and back-office teams.
Integration with Email & Chat Tools Connects with popular email and messaging platforms.		No information available
Client Q&A Portal Clients ask questions or request support directly within the onboarding platform.		No information available
Event Tracking Tracks all communication events and their timestamps.		No information available

Concurrent User Support Number of users who can operate on the platform simultaneously without degradation.		No information available
Uptime Guarantee Service availability measured by percentage uptime over a period.		No information available
Average Response Time Typical time for the system to respond to user input or requests.		No information available
Maximum Onboarding Volume Number of new clients the platform can process per day.		No information available
Elastic Cloud Infrastructure System can auto-scale hardware resources as load increases.		Cloud-native and auto-scalable per technology section.
Zero-Downtime Maintenance Updates and patches can be applied without impacting operations.		No information available

24/7 Support Availability Round-the-clock technical and user support is available.		24/7 support referenced as available for enterprise clients.
Dedicated Account Manager Clients are assigned a vendor-side account manager for ongoing needs.		Dedicated account managers assigned to clients, confirmed by sales collateral.
Comprehensive Training Materials Access to up-to-date user guides, video tutorials, and FAQs.		Extensive digital help center, user guides, and documentation available.
Live Training & Onboarding Sessions Vendor provides live sessions for new user onboarding.		Offers live onboarding training for customers as per sales notes.
Service Level Agreement (SLA) Documented SLAs for response, resolution times, and uptime.		Service level agreements referenced in vendor support offerings.
Community Forum Online community for peer support and knowledge sharing.		No information available
Product Roadmap Transparency Vendor shares future updates and allows feedback on product direction.		No information available

Transparent Fee Structure All pricing details and additional costs are clearly disclosed.		Transparent fee structure cited in pricing information for B2B clients.
Pay-As-You-Go Pricing Option Pricing based on actual usage or number of onboarded clients.		No information available
Tiered Pricing Plans Multiple package tiers for firms of different sizes and needs.		No information available
Free Trial or Pilot Program Offers a no-cost trial of the platform for evaluation.		Free pilot/trial available as a sales offering.
Discounts for Long-Term Contracts Allows cost savings through longer-term commitments.		No information available

Objectway Client Onboarding from Objectway

Product analysis by function

Client Onboarding Platforms for Client Service and Operations

User Experience & Interface (8 Yes /8 Known /11 Possible features)

Data Collection & Processing (6 Yes /6 Known /10 Possible features)

Integration & Interoperability (5 Yes /5 Known /8 Possible features)

Compliance & Regulatory Controls (6 Yes /6 Known /7 Possible features)

Automation & Workflow Management (5 Yes /5 Known /9 Possible features)

Security (4 Yes /4 Known /7 Possible features)

Reporting & Analytics (2 Yes /2 Known /8 Possible features)

Collaboration & Communication (1 Yes /1 Known /7 Possible features)

Scalability & Performance (1 Yes /1 Known /6 Possible features)

Support & Vendor Services (5 Yes /5 Known /7 Possible features)

Cost & Pricing Flexibility (2 Yes /2 Known /5 Possible features)