Portfolio Management Objectway

Objectway Portfolio Management is a multichannel, multi-entity, multi-device software platform that automates and brings unprecedented efficiency to wealth managers’ day-to-day tasks, such as portfolio analysis, risk and regulatory compliance, client reporting, order management, rebalancing, alerting, monitoring, performance measurement and attribution.

Key Features:

• Up-to-date and real-time portfolio analysis
• Modelling, rebalancing, monitoring
• Performance management
• Order management
• Client reporting
• Investment compliance