Objectway Wealth
Comprehensive wealth management platform supporting trade processing, settlement, and custody operations.
Overview
Objectway Wealth provides a platform designed to enhance operational efficiency in wealth management through automation and streamlined post-trade processes. It supports securities trade processing, settlement, custody, and derivatives management, enabling scalability and compliance across all asset classes.
The platform offers trade capture, fee calculation, trade enrichment, and reconciliation, with integration to OMS and SWIFT channels. It facilitates clearing and settlement through links to central securities depositories and custodians, supports regulatory reporting, and automates reconciliation and stock transfers.
Objectway Wealth aims to reduce operational risk, cut transaction costs, and improve productivity by delivering a flexible and agile back-office solution tailored for wealth and asset management firms.
Key Features
- + Trade Capture from OMS with fee and commission calculation
- + Trade processing with SWIFT confirmation and exception handling
- + Regulatory reporting and market abuse control
- + Clearing via CSDs such as CREST, Euroclear, Clearstream
- + Settlement monitoring with dashboard for settlement failures
- + Automated reconciliation with custodians and internal books
- + Automation of stock transfers and custody changes
- + Support for repos and lending/borrowing transactions