The user experience can be personalized at every level through a configurable model of navigation maps, pages, mini-application components (“widgets”) and their properties. Search, collaboration and context-awareness powered by big data analytics are additional features contributing to the all-encompassing user experience.
Adaptive user interface
An adaptive user interface, based on widgets and following the principles of responsive design, delivers the best investor and advisor experience on all devices : mobile, tablet and desktop.
Wealth management knowledge
Conectus has a library of widgets specific to the wealth management and investment services domain that accelerate the setup and orchestration of wealth management processes related to client onboarding, financial planning, asset trading and MiFID compliance, among others.
Each Conectus experience consists of several groups of widgets that function as components to automate and simplify key activities. They include trading, collaboration, CRM, investment advisory, client analytics, investment portfolio, e-signature, and product catalog.
An orchestration & aggregation layer enables easy plug-in connectivity to any vertical or horizontal application component by Objectway or third party – including OFS vertical applications such as eXimius or Advice. Orchestration of business processes can be further supported through the use of a Business Process Management (BPM) engine.
The versatility of Conectus widgets allows them to be embedded within other third-party client-facing applications, including other horizontal portal products.
Flexible deployment options
With Conectus you can deliver the desired experience on any brand of mobile device and format via Apple, Android or Windows operating systems.