Objectway

Objectway is a leading provider of software and services for the wealth, investment and asset management industries.

Is this your company?

Email: info@objectway.com

Phone: +39 02 47770 1

Web: https://www.objectway.com/

products

• Objectway Client Onboarding
  Provides end-to-end digital onboarding, risk profiling, KYC, multi-channel client engagement, e-signature, and compliance automation for wealth managers and advisory firms.
  
• Objectway WealthTech Suite – Workflow Management
  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.
  
• Objectway Wealth CRM
  Wealth-centric CRM for brokerages providing full client view, automated onboarding, activity logs, workflow, compliance, task management, document storage, and omni-channel communication.
  
• Objectway Custody & Administration
  Integrated custody platform offering asset servicing, corporate actions, settlement, reconciliation, and regulatory reporting. Includes portfolio accounting, performance measurement, and compliance monitoring.