Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Shift5’s mission is to deliver modern operational technology (OT) solutions that empower our customers to make smarter, faster decisions based on real-time data, contextual insights, and actionable analytics at the edge for the security, availability, safety, resilience, and reliability of critical defense, aerospace, and rail fleets.
Shift5 built a unique model that brings order and clarity to the complexity of onboard data flowing from commercial aerospace, rail, and defense fleets and weapon systems. Our platform captures and analyzes real-time serial bus data, revealing critical operational and cybersecurity insights that enable organizations to move from data to decisions quickly and confidently. Shift5 unlocks the complete ecosystem of onboard data for operations, maintenance, and cybersecurity teams for the first time, enabling real-time decision intelligence through complete onboard data access and observability from the asset level to fleet scale. Shift5 delivers modern OT solutions for the security, availability, safety, resilience, and reliability of today’s fleets and tomorrow’s next-gen assets.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
Yes
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Objectway
Country
Italy
Website
www.objectway.com/objectway-wealthtech-suite/
Vendor Details
Company Name
Shift5
Founded
2019
Country
United States
Website
www.shift5.io
Product Features
Product Features
Cybersecurity
AI / Machine Learning
No
Behavioral Analytics
No
Endpoint Management
No
IOC Verification
No
Incident Management
No
Tokenization
No
Vulnerability Scanning
Yes
Whitelisting / Blacklisting
No