CONECTUS

Empowering omni-channel business collaboration

Conectus is an omni-channel, omni-device user experience platform designed specifically for the wealth and investment services segment. Conectus gives investment management firms a digitally enabled user experience and collaboration platform for advisors and clients.
Conectus is available in different experience versions to match the needs of any investment management firm:

  • Communications & Reporting
  • Self-Directed Investment
  • Prospect & Client Engagement
  • Advisory Experience

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PROFESSIONAL SERVICES:


Conectus Communication & Reporting

COMMUNICATIONS & REPORTING

Delivers state of the art reporting and an integrated view of client investments. Enables digital collaboration and remote interaction between client and firm across all channels and devices.

Conectus Self-Directed Investment

SELF-DIRECTED
INVESTMENT

Enables trading and self-directed investments alongside portfolio reporting and digital communications. Gives investors simple, fast and easy-to-use tools that match the best e-commerce usability experience.

Conectus Digital Client Engagement

PROSPECT &
CLIENT ENGAGEMENT

Supports customer relationship management processes related to prospects or clients. Implements prospect engagement, client onboarding, investor self-profiling of risk and investment attitude, and client-advisor collaboration scenarios.

Conectus Hybrid Advisory

ADVISORY
EXPERIENCE

Offers goal-based investment advisory capabilities. Supports a wide array of business cases, including online discretionary investment management, online self-directed advisory, or a hybrid advisory model where the client collaborates with advisors and other experts.

Personalized experience
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.

Experience components
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.

Easy integration
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.

Stand-alone widgets
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.

Connect to clients and their digital lifestyle

  • Give clients instant information about their investments.
  • Support their decisions with appropriate knowledge tools and transactional capabilities.
  • Empower clients to take the active role they demand in the advisory process.

Maximise the user experience

  • Enhance the client experience at every level through personalized navigation of customisable pages, widgets and properties.
  • Take the all-encompassing user experience further with context-awareness and real-time behaviour analytics.

Enable client-advisor collaboration

  • Enable clients, advisors, and the firm to engage in online or asynchronous collaboration.
  • Increase information sharing in a secure, fully compliant environment.
  • Extend contact options with video, chat, document sharing, comment exchange and co-browsing.

Quickly enable hybrid or self-directed service models

  • Enable pure online or mixed advisory business models.
  • Layer on innovative online services that allow a closed-loop advisory process.

Orchestrate efficient front-to-back processes

  • Cover the complete range of advisory and investment activities across the front and back office.
  • Automate time-consuming activities using BPM technology and give relationship managers more face time with clients.
Azimut Group (Italy)

Azimut is Italy’s leading independent asset manager, listed on the Italian stock exchange since 2004, with more than 17 billion euros of assets under management. The Group specialises in asset management and offers financial advisory services to investors with more than 1,300 advisors. Azimut has chosen Objectway Financial Suite platform as its full IT infrastructure in 2012. It has successfully installed Objectway Wealth Portal solutions for its advisors and clients.

Treetop

TreeTop Asset Management is an Asset Management Company, managing global Convertible Bonds, Equity and Patrimonial Funds, operating in Belgium and Luxemburg. Objectway is supporting TreeTop’s digital strategy and since 2013 Treetop’s advisors have been using eXimius as a Service to manage their clients’ portfolios and reporting.

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