Buyer Fit
Target firm types
- Wealth Management Firms
- Banks
- Asset managers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Front-to-back wealth and investment management platform for banks and large advisory institutions.
Description
Objectway provides a modular front-to-back wealth and investment management platform for banks, wealth managers, and asset managers, covering portfolio management, client servicing, and back-office operations.
Integrations
Objectway has 4 integrations in our directory
Search below to find what you're looking for
- DocuSign Level 5
- Office 365 Level 5
- Pershing Level 5
- Salesforce Level 5
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, HTTPS
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
