Brokerage Company Management

The software for the management of stockbrokerage companies includes the commercial, administrative and marketing coordination of the financial services provided to customers and the management of the commissions accrued by the sales network agents

Products

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ADVISOR COMPENSATION & AUDIT OBJECTWAY

CLIENT ONBOARDING OBJECTWAY

GUARDIAN – Back & Middle Office e Amministrazione

GUARDIAN – Calculate Commissions, Invoicing, and Profitability

GUARDIAN – Connessione 60 Banche Depositarie

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

SECURITIES BACK-OFFICE OBJECTWAY

Brokerage Company Management

Products

Our topVendors Company

Hardware

Software

Service

Fintech & Insurtech

Our topVendors Company

Hardware

Software

Service

Fintech & Insurtech