Related Products
|
||||||
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.
|
About
Reveal insights and build knowledge for better decisions and greater profitability with Ovation’s innovative and distinctive data management approach. Securely manage your data with our expert guidance and proprietary technologies. Our 40+ years of experience in guiding data transformation brings customized best-in-class, scalable solutions that satisfy the information needs of yesterday, today and tomorrow. We are a premier provider of data hosting solutions. Thanks to our innovative array of traditional infrastructure and cloud-based solutions for data storage, stewardship, and loss prevention, our clients trust Ovation to ensure that their data is always available and searchable online from anywhere. Our team of data hosting experts has built 40 years of trust by delivering safe, secure, and simple options that empower our clients to make smarter, data-driven decisions. No matter the size or format of the data you need hosted, we have the tools and the talent to get the job done.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Investors and advisors searching for a solution to improve performance, manage portfolio, and ensure security and compliance
|
Audience
Companies looking for a powerful Data Management solution
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationObjectway
Italy
www.objectway.com/objectway-wealthtech-suite/
|
Company InformationOvation Data
Founded: 1976
United States
www.ovationdata.com
|
|||||
Alternatives |
Alternatives |
|||||
|
||||||
|
||||||
|
||||||
|
||||||
Categories |
Categories |
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|