Investment Advisory Objectway

Investment Advisory is an integrated and customisable application enabling wealth management institutions to set up a client-centric advisory process.

Augmented intelligence and human governance are blended to achieve higher levels of efficiency and increase the customer base, thanks to a quick generation of optimised suitable portfolios in accordance with customers’ needs, suitability checks, real-time risk portfolio monitoring, intelligent algorithms and digital web collaboration between client and adviser.

Moreover, after discovering their risk profile and investment attitude, customers can define goals, simulate investment scenarios, monitor progress and deal with their adviser through their preferred digital channel.

Key Features:

• Hybrid investment advisory
• Robo advisory
• Model portfolio construction
• Client reporting
• Client risk profiling
• Client portfolio optimisation
• Suitability assessment
• Adviser analytics
• Mass customisation & product campaign