Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Unlock valuable insights and enhance decision-making for increased profitability through Ovation's unique and forward-thinking approach to data management. With our expert guidance and proprietary technologies, you can confidently manage your data in a secure environment. Drawing upon over 40 years of expertise in data transformation, we provide tailored, top-tier, and scalable solutions that meet the evolving information demands of clients now and in the future. As a leading provider of data hosting services, we offer a diverse range of both traditional infrastructure and cloud-based options for data storage, stewardship, and loss prevention, ensuring our clients have reliable access to their data from any location. Our dedicated team of data hosting professionals has cultivated four decades of trust by offering secure, straightforward solutions that enable our clients to make informed, data-driven decisions. Regardless of the data's size or format, our comprehensive tools and skilled personnel are equipped to efficiently handle your hosting needs, reinforcing our commitment to excellence in service.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Objectway

Country

Italy

Website

www.objectway.com/objectway-wealthtech-suite/

Vendor Details

Company Name

Ovation Data

Founded

1976

Country

United States

Website

www.ovationdata.com

Product Features

Product Features

Data Management

Customer Data
Data Analysis
Data Capture
Data Integration
Data Migration
Data Quality Control
Data Security
Information Governance
Master Data Management
Match & Merge

Alternatives

Ovation LIMS Reviews

Ovation LIMS

Ovation
Summit Reviews

Summit

Summit Wealth Systems
Seeq Reviews

Seeq

Seeq Corporation