WIO-Icona
Objectway-WIO-Logo

Fully Hosted Integrated Front-to-Back Digital Solution

DIGITAL, FRONT & MIDDLE OFFICE

  • CLIENT ONBOARDING & ENGAGEMENT
  • WEALTH MANAGER CRM
  • DIGITAL CONTRACT MANAGEMENT
  • DIGITAL COLLABORATION
  • CLIENT REPORTING
  • ORDER MANAGEMENT & EXECUTION
  • SELF-DIRECTED INVESTMENT
  • PORTFOLIO MANAGEMENT
  • INVESTMENT COMPLIANCE
  • REPORTING & COMMUNICATION
  • PERFORMANCE MANAGEMENT
Solution-Alveare

SECURITIES & ADVISORY BACK OFFICE

  • SETTLEMENT MANAGEMENT
  • MARKET DATA MANAGEMENT
  • CASH & SECURITIES MANAGEMENT
  • TAX ENGINE
  • GENERAL LEDGER
  • CORPORATE ACTIONS
  • REGULATORY REPORTING
  • FEES COMMISSIONS & CHARGES

BUSINESS BENEFITS

  • Increase profitability and unlock your growth
  • Reduce cost and improve efficiency
  • Maximise client relationship, collaboration and agility
  • Keep under control your portfolio and investment strategies
  • Ease the compliance burden of meeting regulatory requirements
  • Start however you want and steadily scale along the way
  • Feel free to focus on your core competencies

REFERENCE CASE

One of the UK’s leading stockbroker servicing private investors,
corporate clients and institutions is using Wealth in One

ABOUT

  • BUSINESS: Tier 3, UK Full Service Broker
  • AUM: £ 1,5 billion
  • MODEL: Online Execution Only, Advisory and Discretionary

CUSTOMER NEEDS

  • Compliant, full service solution to support a multifaceted business model
  • Unified digital customer experience enabling client engagement and collaboration
  • Streamlining key functions (onboarding, trading, cash management) to promote a cost effective delivery, whilst continuing to deliver excellent customer service

BUSINESS BENEFITS

  • Transforming current service by use of best of breed technologies
  • Enhancing digital presence to promote an effortless user experience and a cost effective delivery
  • Reducing cost whilst improving client service
  • Efficient and automated onboarding
  • Provisioning of a strong discretionary platform

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close