ObjectWay
Positioned as a Strong Performer in The Forrester Wave™ for Digital Wealth Management Platforms, Objectway expands its North American presence to enhance wealth management capabilities. The platform combines human expertise with advanced technology, empowering firms to optimize investment strategies, improve client relationships, and drive operational efficiency, ultimately fostering long-term growth.
Top ObjectWay Alternatives
Credito Pratico
Credito Pratico is a user-friendly financial CRM software designed to streamline the management of credit clients.
PlanMagic Finance Pro
PlanMagic Finance Pro stands out as a leading software solution for business, financial, marketing, and media planning in 2023 and 2024.
Elements
Powerful ERP software designed for the financial sector streamlines operations for over 1,000 businesses.
NexJ Contact
NexJ Contact offers innovative solutions for managing relationships and interactions effectively.
Union digital
This financial CRM software offers a robust digital core designed for smart automation and operational efficiency.
MyPlanMap
MyPlanMap empowers financial advisors to transform their client interactions by simplifying complex planning processes.
Forex CRM
With a dedicated team of experts, they empower clients by enhancing customer interactions, streamlining operations...
Kronos Finance
With automated renewal alerts and a user-friendly interface, it enhances operational efficiency and improves customer...
Financial Cloud CRM
It offers a user-friendly self-service portal, secure 24/7 IVR payments, and personalized communication at scale...
SatuitCRM
With offices across Canada, the United States, and the United Kingdom, it effectively serves clients...
View CRM
By automating manual tasks and facilitating knowledge sharing, it enables personalized marketing and informed decision-making...
CapitalBase com
With features like trust account management, incentive plans, and integrated accounting systems, it empowers financial...
audius:Finance
Tailored for asset managers, insurance brokers, and real estate professionals, it enhances client management, contract...
Top ObjectWay Features
- AI-driven investment strategies
- Digital front-to-back platform
- Customizable investment policies
- Enhanced process automation
- Seamless legacy system integration
- Focus on financial wellbeing
- Network support for customer growth
- Increased operational efficiency
- Tailored wealth management solutions
- Robust client partnership model
- Powerful digital front-office capabilities
- Market outperformance technology
- Retirement advisory management
- Comprehensive fund manager control
- Geographic expansion capabilities
- Long-term growth empowerment
- 30 years industry expertise
- Strong market positioning
- Trusted global fintech partner
- Empowering client business scaling
Top ObjectWay Alternatives
- Credito Pratico
- PlanMagic Finance Pro
- Elements
- NexJ Contact
- Union digital
- MyPlanMap
- Forex CRM
- Kronos Finance
- Financial Cloud CRM
- Jobstream
- SatuitCRM
- View CRM
- Apex 72
- CapitalBase com
- audius:Finance
