Objectway Performativ

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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.
Performativ:

About

Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future. Dive into a suite of tools that transform complex tasks into intuitive experiences, making every interaction a step towards financial brilliance. Performativ is helping clients across the full spectrum of the wealth management sector. Performativ provides a comprehensive front-to-back wealth management solution with robust technology capabilities. Performativ offers seamless custodian integrations, reducing operational costs while enhancing overall efficiency. Performativ simplifies managing a large client base with intuitive portfolio management, saving time on routine tasks. Advisors can create reports according to their specific requirements, enhancing communication and satisfaction for their clients.
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
Performativ:

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
Performativ:

Audience

Businesses interested in a secure Wealth Management software
Objectway:

Support

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

Support

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

API

Offers API Not Supported
Performativ:

API

Offers API Not Supported
Objectway:

Screenshots and Videos

Performativ:

Screenshots and Videos

Objectway:

Pricing

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

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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Performativ:

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
Performativ:

Training

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

Company Information

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

Company Information

Performativ
Denmark
www.performativ.com
Objectway:

Alternatives

Performativ:

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Objectway:
Performativ:
Summit

Summit

Summit Wealth Systems
Objectway:
Performativ:
Objectway:
Summit

Summit

Summit Wealth Systems
Performativ:
BITA Risk

BITA Risk

corfinancial
Objectway:
Thomson ONE Wealth

Thomson ONE Wealth

LSEG Data & Analytics
Performativ:
Objectway:

Categories

Wealth Management Supported
Performativ:

Categories

Wealth Management Supported
Objectway:

Integrations

Bloomberg Not Supported
Salesforce Not Supported
Performativ:

Integrations

Bloomberg Supported
Salesforce Supported
Objectway:
Claim Objectway and update features and information
Claim Objectway and update features and information
Performativ:
Claim Performativ and update features and information
Claim Performativ and update features and information