Notizie ed Eventi

Mechelen (Belgium), March 17th 2014

Objectway shortlisted for the WealthBriefing European Awards 2014

The company has been shortlisted in the “Front Office Solution”, “Client On-Boarding” and “Outsourcing Solution” categories


Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2013’.

Objectway’s Financial Suite modules OFS Advice, OFS Wealth Apps and eXimius as a Service were shortlisted respectively in the “Front Office Solution”, “Client On-Boarding” and “Outsourcing Solution” categories.

OFS Advice enables customers review and improve their advisory models and services, moving from product-driven into client-centric front office processes.

OFS Wealth Apps helps advisors through a mobile and paperless process of client onboarding for institutions that implement a financial planning oriented advisory service, from initial ENagement to contract e-signature.

eXimius as a Service gives portfolio managers a cloud-based decision support platform for multi-custodian portfolio aggregation and effective management of client assets, fully hosted and supported by Objectway, providing users with a complete turnkey solution with a full service package and constant software and feature upgrades.

Commenting on Objectway’s shortlisting, Luigi Marciano, President and CEO of Objectway Group, said: "We are delighted to have been shortlisted for these prestigious awards. It is a testament to the validity of the product offering and the innovation path undertaken by the company to support the “Digital Wealth” strategy of financial institutions. By providing functionally complete and technologically advanced front-to-back solutions, Objectway demonstrates its capability to use future-proof technology and innovative communications channels that lead to a highly efficient and superior client experience, helping the financial-services industry to face the challENe of digitalization.”

ClearView Financial Media’s Managing Director, and Publisher of Wealthbriefing, Stephen Harris, was first to extend his congratulations to the shortlisted firms . He said: “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process - such that the awards truly reflect excellence in wealth management.“

Winners will be announced at a gala awards dinner which will be held at The Guildhall, City of London on 15 May 2014.