Objectway-wealth-suite
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Digitalising traditional financial business improving agility and efficiency.
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Objectway-esagoni-DWP

OBJECTWAY
EXTEND

Digital Wealth Management Platform

Objectway-esagoni-IBO

INVESTMENT
BACK OFFICE

Lean Automated Operations

OBJECTWAY
EXTEND
DIGITAL CLIENT
MANAGEMENT
DIGITAL INVESTOR &
ADVISOR PORTAL
DIGITAL
ADVISORY
PORTFOLIO
MANAGEMENT
ONBOARDING
COMPLEXITY
MADE SIMPLE
Explore
CLIENT ENGAGE
DIGITAL CLIENT
MANAGEMENT
Esplora
CONECTUS
DIGITAL WEALTH
EXPERIENCE
Esplora
ADVISOR DESK
MINIMIZE ROUTINE
MAXIMIZE INSIGHT
Esplora
HYBRID ADVISORY
DIGITAL
MEETS
HUMAN
Esplora
ADVICE
HOLISTIC CLIENTY
ADVISORY
Esplora
SURE
RISK
& COMPLIANCE
ENGINE
Esplora
OPTIMO
MODEL
PORTFOLIO CONSTRUCTION
Esplora
ROBO PLANNING
DELIVERING
INVESTMENT INSIGHTS
Esplora
OPM
ENHANCED
INVESTMENT
MANAGEMENT
Esplora
INVESTMENT
BACK OFFICE
AUTOMATED SECURITIES
BACK OFFICE
AUTOMATED ADVISORS
BACK OFFICE
SMIT
STREAMLINING
INVESTMENT
PROCESSING
Esplora
HELIOS
ALTERNATIVE
FUNDS MANAGEMENT
Esplora
ANT
INCENTIVE
COMPENSATION
MANAGEMENT
Esplora
AUDIT
SALES AUDIT
& COMPLIANCE
Esplora

DIGITAL WEALTH
PLATFORM

DIGITAL CLIENT
MANAGEMENT

Client Onbaording & Engagement / Wealth MGMT Crm / Digital Contract MGMT

DIGITAL INVESTOR &
ADVISOR PORTAL

Digital Experience Portal / Hybrid Advisory / Digital Collaboration / Self-directed Investment / Reporting & Communication

HYBRID &
ROBO ADVISORY

Hybrid Advisory / Model Portfolio Construction / Financial Planning / Suitability & Risk Evaluation

PORTFOLIO
MANAGEMENT

The Investment Manager Crm / Performance Management / Client Reporting / Investment Compliance / Management Reporting

DIGITAL WEALTH
PLATFORM

AUTOMATED SECURITIES
BACK-OFFICE

Settlement MGMT / Cash & Securities MGMT / General Ledger / Regulatory Reporting / Alternative Investments MGMT / Market Data MGMT / Tax Engine / Corporate Actions / Fees Commissions & Charges

ADVISORY
BACK-OFFICE

Revenue & Compensation Management / Sales Audit & Compliance

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