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Asset Management Software

Asset management software for banking institutions, asset managers, private bankers, compliance officers, back office staff of financial companies consists of a series of functions combined with the various phases of the investment acquisition and collection process, supporting the entire operational cycle of wealth management services.

Products

Swan
Advisor Compensation & Audit Objectway
Armundia 3SIXTY / ADVISORY
Armundia 3SIXTY / PORTFOLIO
Armundia FamilyWealth
Armundia PLACEPRO
BPaaS Objectway
GUARDIAN – Back & Middle Office and Administration
GUARDIAN – Calculate Commissions, Invoicing, and Profitability
GUARDIAN – Connection to 60 Custodian Banks
GUARDIAN –Swiss Rev
GUARDIAN – Financial Advisory
GUARDIAN – Gestione Anagrafiche & CRM
GUARDIAN – Portfolio Management
GUARDIAN – Management Company
GUARDIAN – Digital Onboarding and Contract Management
GUARDIAN – Order Routing
GUARDIAN – Automated Reporting and Report Generator
GUARDIAN – Risk Management & Compliance
GUARDIAN – Regulatory Reporting and Fiscality
GUARDIAN – Web App for Advisors, Relationship Managers and Customers
GUARDIAN – Web App for Family Members
Investment Advisory Objectway
Portal & Apps Objectway
Portfolio Management Objectway

Software