Bringing you live news and features since 2006 

Objectway launches Wealth in One fully hosted investment solution

RELATED TOPICS​

Objectway, a provider of software and services to the EMEA investment management industry, has released its fully hosted digitally enabled investment management solution – Wealth in One.

Wealth in One is a fully integrated front-to-back office solution intended for a broad spectrum of wealth and investment management service providers – from stockbrokers to independent wealth managers. Wealth in One was introduced to the public yesterday at the ComPeer WealthTech 2015 conference in London and is immediately available to the market.

Wealth in One consolidates the features and benefits of three proven Objectway products – the award-winning eXimius Portfolio Manager software, Altimis administration and settlement system, and Digital Wealth eXperience platform—into a single hosted solution. Key features and functionality of Wealth in One include:

• Omni-channel access via PCs, smartphones and tablets
• Prospect and client engagement management
• Portfolio management with discretionary and non-discretionary mandates
• Client and management reporting
• Clearing and settlement, including crest processing
• Straight-through processing from order placement to investment execution to settlement
• UK regulatory compliance and audit, including MiFID-friendly features
• Adaptive user interface based on widgets for a differentiated user experience

Wealth in One is hosted at Objectway’s secure data centres and provides certified market data feeds, custodian integration, and market connections for execution, clearing, and settlement. Because it is fully hosted, modules are updated at regular intervals following a consistent product lifecycle. As a result, the system is “future-proof” and remains compliant with industry regulations and aligned with business strategies over time.

“Wealth in One combines all the features needed for full-service investment management and stockbroking in the cloud,” says Alberto Cuccu, Chief Product Officer at Objectway. “On top of its best-in-class portfolio management toolset and Altimis back office functionality, it adds an innovative digital layer that supports advisors, clients and their collaboration. This next-generation collaborative environment empowers firms to differentiate their services to meet rising investor expectations while lowering their total cost of ownership.”

Latest News

European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by