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Average Ratings 0 Ratings
Description
The innovative wealth technology platform provides access to essential resources and premier capabilities within the industry. This includes unparalleled advice, execution, monitoring, and reporting that distinguishes you from the competition. By fully digitizing your practice, you can obtain tools that allow you to prioritize your clients more effectively. Enhance the wallet share of your clients by granting them opportunities to invest in global stocks and ETFs. By sharing the success of renowned global brands, you can also unlock potential through diverse portfolio options. In India, an impressive 53% of individual wealth is tied up in fixed deposits and savings, as investors often seek a reliable name to safeguard their funds. To further increase your wallet share, consider offering corporate fixed deposits from one of India’s most trusted brands. This approach meets the rising demand from clients wishing to engage with the stock market. Furthermore, you can provide unique baskets of Indian equities that are executed with ease, ensuring your clients receive tailored solutions. It's essential to address your clients’ needs comprehensively, going beyond mere investment opportunities to foster lasting relationships.
Description
A cutting-edge, modular platform designed for wealth management innovation is now accessible via the cloud, catering to the growing demands of the industry. Drawing on three decades of expertise and product development, we equip you to tackle current challenges while positioning you to capitalize on future opportunities as we envision your path to growth. With a sophisticated client management solution, you can perform your daily tasks more efficiently, provide enhanced service to your clients, and boost revenue streams. The platform offers a comprehensive 360° view of client information, investments, assets, relationships, a document repository, and tracking features. By integrating digital capabilities, you can improve prospect conversion rates and deepen client relationships. The intelligent KYC capture system streamlines onboarding by adjusting to various client types, complemented by an integrated AML scoring engine. Simplifying processes allows you to manage a larger client base proactively through omnichannel approaches, ultimately increasing advisor productivity and improving overall operational efficiency. Furthermore, this innovative solution supports your business in adapting to the ever-evolving financial landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Fintso
Country
India
Website
www.fintso.com
Vendor Details
Company Name
Objectway
Country
Italy
Website
www.objectway.com/objectway-wealthtech-suite/