02 August 2014

EXimius launches Objectway Wealth Apps

26 February 2013  |  1154 views  |  0 Source: eXimius

Objectway Financial Software NV (Mechelen-Belgium; London-UK), previously known as eXimius NV and acquired in January 2013 by Objectway Financial Software Spa (Milan - Italy), has announced the launch of a series of mobile apps for OFS-eXimius, Objectway's comprehensive portfolio management solution for wealth and private client asset managers and stockbrokers.

The launch of these leading edge mobile applications so soon after the acquisition is early evidence of the complementary business and technology models of eXimius and Objectway's stack of propositions.

eXimius Wealth Apps enable Advisors to have access to their entire 'book of business', and Investors to access their holistic finances, interactively and on the move. Anytime, anywhere mobile access to the integrated eXimius platform will provide Advisors and Relationship Managers with a full array of interactive tools, resulting in the delivery of more tailored and consistent solutions to clients.

The competitive and fast-paced nature of the private client investment management landscape requires front-line Advisors and Relationship Managers to meet with as many clients and prospects as possible, all the while conducting their business efficiently and consistently. In terms of mobile adoption, the wealth management industry has lagged somewhat behind. This is not at all surprising given the strict regulatory environment, privacy concerns and existing business models that govern the industry. But, there is clear evidence that change is imminent.

eXimius' Wealth Apps are exactly designed to meet this demanding industry context, eg. using secure encryption cloud technology, providing the same high level of security on the move as in the office.

Available as iPad and iPhone apps, 'Mobile Client ActiveDesk' provides Investors easy and consolidated access to their holistic finances, while 'Mobile Advisor Studio' provides Advisors a 'workbench-on-the-move' to effectively and efficiently support their clients anywhere, anytime. The rich and dynamic graphics and intuitive navigation allow for more robust conversations around profiling, investment planning, portfolio construction and proposal generation. Moreover, clients working with an Advisor having access to a mobile platform also benefit in several ways: the relationship becomes much more interactive, iterative and impactful, eg. when discussing investment strategies, scenarios, multi-goal planning and income calculations.

" We are delighted to deliver additional business value to our existing clients, by leveraging product synergies within the enlarged Objectway Financial Software Group, so quickly after joining forces" said Peter Schramme, CEO of OFS NV. "Using the proven, industry leading Wealth Apps allow us to expand the functionality of eXimius, both for our current as well as our future clients, both in the deployed as well as in the SaaS-delivery model". 

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