OpenSolution

OpenSolution

Openfinance
Objectway OpenSolution

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Objectway:

About

The front-to-back intelligent and modular platform designed to answer to the increasing wealth management innovation demand is available on the cloud. Based on 30 years of experience and product innovation we empower you to master today’s challenges and seize tomorrow’s opportunities as we cast a vision for your future growth. Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution. 360° view of client data, investments, assets and relationships, document store, and tracking. Enhance prospect conversion and strengthen client relationships through integrated digital capabilities. Reduce time to onboard with smart KYC capture adapting to each client type and integrated AML scoring engine. Reduce complexity and proactively manage more clients through omnichannel processes. Increase advisor productivity and enhance process efficiency.
OpenSolution:

About

OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
Objectway:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
OpenSolution:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Objectway:

Audience

Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance
OpenSolution:

Audience

Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
Objectway:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
OpenSolution:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Objectway:

API

Offers API Not Supported
OpenSolution:

API

Offers API Not Supported
Objectway:

Screenshots and Videos

OpenSolution:

Screenshots and Videos

Objectway:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
OpenSolution:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Objectway:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
OpenSolution:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Objectway:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
OpenSolution:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Objectway:

Company Information

Objectway
Italy
www.objectway.com/objectway-wealthtech-suite/
OpenSolution:

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
Objectway:

Alternatives

OpenSolution:

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Objectway:
OpenSolution:
Objectway:
OpenSolution:
Tower

Tower

TechRules
Objectway:
Summit

Summit

Summit Wealth Systems
OpenSolution:
Objectway:
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics
OpenSolution:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Objectway:

Categories

Wealth Management Supported
OpenSolution:

Categories

Wealth Management Supported
Objectway:

Integrations

Vertalo Not Supported
OpenSolution:

Integrations

Vertalo Supported
Objectway:
Claim Objectway and update features and information
Claim Objectway and update features and information
OpenSolution:
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information