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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

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

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

Shift5

Founded

2019

Country

United States

Website

www.shift5.io

Product Features

Product Features

Cybersecurity

AI / Machine Learning
Behavioral Analytics
Endpoint Management
IOC Verification
Incident Management
Tokenization
Vulnerability Scanning
Whitelisting / Blacklisting

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