Portfolio Management
The Ultimate Portfolio Management Solution
Delivering performance to enhance client wealth
Objectway enables financial institutions to implement best-in-class services and operating models, based on a holistic closed-loop portfolio management process and a perfect investment strategy execution.
This multichannel, multi-entity, multidevice, integrated and customizable solution provides users with the tools to make fast decisions. It is based on a service-oriented architecture to be easily integrated inside different systems and business.
Benefits of Portfolio Management
What To Expect from Portfolio Management
Portfolio Analysis
Go exception based with our pro-active dashboard which monitor each angle of portfolios and individual holdings. Analyze exception and take adequate action to resolve or defer inefficiencies in the portfolio.
Stay in control of key metrics on the portfolio, risk, cost and suitability. Also being able to:
- Track income yield
- Track diversification
- Track agreed preferences
Portfolio Allocation & Rebalancing
Manage investment on account or family level. Define strategic and or tactical allocations and be alerted when categories deviate outside thresholds. Rebalance the portfolio back to targets. Use mass rebalancing for large group of clients and of portfolios.
- Full or partial calculations
- Include cost impacts
- Include compliance impacts
- Including placed orders
Performance Measurement
Show your clients different performance metrics, based on several GIPS compliant methodologies. Dive deeper into contributions and attribution where required. Use performance data to offset the risk taken to achieve the returns. Relative and absolute risk measures are one click away for the user.
- Absolute and Relative Risk
- Sharp ratio, volatility
- VAR, Tracking error
Order Management
Create and Route orders within two clicks.
You can either generate single or block orders on any instrument type including FX.
Suitability assessment done automatically.
Managing order routing to brokers and execution platforms via dealing capabilities.
- Route to brokers
- Pre-trade compliance
- Regulatory reports
Client Reporting
Delivering result to clients via client reporting is a regulatory item which can be easily done via the platform.
Tailored reports, customizable pages and content are available for generation and distribution.
- Compliant client reports
- Branded and themed
- Publish to DMS or Portal
Optimize Your Business Processes to Unlock Investment Potential
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- Portfolio Management is the Front Office component of the Objectway Platform
- Connected to multiple market data vendors, multiple custodians and multiple other data sources
- Link the Objectway Portal or your own portal to it
- Financial Planning is integrated via Objectway Razor Plan
Proactive management of investment via smart and efficient desktop, to meet clients' financial goals and build long-lasting, trust-based relationships.
Staying in control of portfolios is critical for driving better client outcomes. It enables proactive management, informed decision-making, customized strategies, enhanced communication, effective risk management, performance optimization, and ensures compliance.
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.