Portal & Apps
The Superior Digital Wealth Experience
Re-engineer your business model around the connected customer
Portal & Apps is the omni-channel, omni device user experience platform designed specifically for the wealth and investment services segment
A streamlined portal, built for digital engagement and collaboration between client and advisor, with a widget-based framework that focuses on the front-end and user interaction represents your best answer to the demands of today’s increasingly digital investors
Benefits of Portal & Apps
What to Expect for Portal and Apps
Enhance Customer Experience & Satisfaction
Providing a superior customer experience set your business apart from competitors, attracting more customers, thanks to:
- Consistent and cross-channel user experience.
- User-friendly portfolio overview
- Self-directed investment toolset
- Secure messages
- Announcements and notifications
- Simple user interface
- Responsive design
- Configurable and customizable widget portal
Efficiently Collaborate & Interact
Best-in-class engagement and Collaboration tools to emulate and enhance what’s possible in an in-person context.
- Connection with video & voice
- Advise with secure messenger
- Collaboration with co-browsing
- Support with conversational AI.
- High configurability to personalise the corporate brand
Increase Engagement & Loyalty
Portal & Apps contributes to increase engagement, that must be build bit-per-bit between a firm and its customers.
- Present Insights
- Get in Touch
- Stay close with Pre-client Portal
- Simulation Tools
- Empower Self-Service Capabilities
- Upload Documents, K&E and Risk Profile
- Edit Personal Information
- Help Desk Scenario
Offer a Superior User Experience across all Channels and Devices
- Complete coverage of the entire digital value chain
- Real-time interaction, anywhere, anyhow, anytime
- Instant access to all information
- Seamless and fast interaction with all applications
- Open microservices architecture
Creating your own customer experience involves designing and managing every touchpoint a customer has with your brand to ensure a seamless, positive, and memorable journey.
Thanks to Objectway Portal Framework, firms can build their own Digital Experience composing pages and sections. They can build custom business feature on their own which will be easy to integrate in Objectway ecosystem as third-party module.
Digitize your Ecosystem
for a Fraction of the Cost
To learn more information or request a demo please fill out the form below and our team will be in touch in 1-2 business days.