This new client partnership follows the recent addition of leading digital wealth solutions provider Nest Wealth to Objectway, building on the momentum of the Group’s active expansion and operational capability in Canada.
Objectway’s digital front-end will deliver improved client experience for Kinsted Wealth by providing investors with omnichannel interaction, client engagement and front-office productivity, supported by an online portal and mobile apps for investors.
This solution will enable Kinsted Wealth to improve client experience with a 360° client view and a platform that automates information delivery and provides actionable insights.
By relying on Objectway’s investment management solutions, Kinsted Wealth will be able to centrally manage client portfolios and their internal pool funds for their discretionary business.
Objectway’s discretionary portfolio management will enable straight-through processing for real-time order execution, continuous and automated monitoring of portfolio compliance at all levels, and mass rebalancing of funds and client accounts for Kinsted’s more than $1 billion in assets under management.
Objectway’s solutions will also provide unified and centralised data management and storage, including the migration of historical performance trends. The entire platform will be hosted on Objectway’s Canadian private cloud data center.