Portal & Apps Objectway

Portal & Apps is the omnichannel, omni-device user experience designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and adviser. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction it includes user-friendly portfolio analytics, available also on mobile apps and wearables, an adviser dashboard with 360° client view, real-time alerts and notifications, synchronous and asynchronous document and information sharing, video-chat, screen sharing and instant messaging in a secure environment.

Key Features:

• Digital collaboration
• Communication & reporting
• Client & portfolio view
• Self-directed investment
• Mobile apps
• Adviser analytics
• Wealth management CRM