ObjectWay Overview

ObjectWay is a specialized financial services software designed to help organizations manage their investment portfolios and enhance client engagement. This platform provides a comprehensive suite of tools for portfolio management, risk assessment, and compliance monitoring, enabling financial institutions to optimize their operations effectively. With its user-friendly interface, users can easily access real-time market data, track investment performance, and generate reports that provide insights into portfolio trends. ObjectWay supports integration with various financial systems, enhancing its functionality and ensuring seamless data flow. The software also includes advanced analytics features that help organizations assess risks and identify opportunities for investment. By adopting ObjectWay, financial institutions can enhance their portfolio management practices, improve client satisfaction, and drive business growth.

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Contact Details

  • Vendor Name ObjectWay
  • Founded
  • Location Italy

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Banking, Financial Services, Insurance

ObjectWay Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Risk Management
  • Arrow Icon Compliance Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Engagement
  • Arrow Icon Electronic Payments
  • Arrow Icon CRM
  • Arrow Icon Forecasting
  • Arrow Icon Transaction Monitoring
  • Arrow Icon Financial Management
  • Arrow Icon Performance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon For Financial Institutions
  • Arrow Icon Asset Lifecycle Management

ObjectWay Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

ObjectWay FAQs

ObjectWay is a specialized financial services software designed to help organizations manage their investment portfolios and enhance client engagement. This platform provides a comprehensive suite of tools for portfolio management, risk assessment, and compliance monitoring, enabling financial institutions to optimize their operations effectively. With its user-friendly interface, users can easily access real-time market data, track investment performance, and generate reports that provide insights into portfolio trends. ObjectWay supports integration with various financial systems, enhancing its functionality and ensuring seamless data flow. The software also includes advanced analytics features that help organizations assess risks and identify opportunities for investment. By adopting ObjectWay, financial institutions can enhance their portfolio management practices, improve client satisfaction, and drive business growth.

  • No, ObjectWay does not offer a free version.

  • Yes, ObjectWay offers a free trial.

  • No, Credit Card details are not required for the ObjectWay trial.

  • No, ObjectWay does not offer an API.

  • ObjectWay supports the following languages:
    • English

  • Following are the typical users of the ObjectWay:
    • Self-Employed , Small-Business , Midsize-Business