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Georgios Lekkas
[email protected]

Wealth Analytics

OFS Wealth Analytics is a new solution serving analysis and MIS reporting needs.

It is tightly integrated to other Objectway Financial Software products such as OFS Advice and OFS eXimius Portfolio Manager. It is readily available, cost-effective, open to accomodate additional information.

The solution offers complete built-in coverage of  both advisory and investment activities across the front office and the back office. Thorough modelling of all facts of interest to the wealth management lifecycle includes

·         tracking investment proposal status and investment proposal suitability

·         analyzing portfolio holdings and transactions

·         measuring fees and commissions, sales  budget targets

·         monitoring of client portfolio performance.

The 'conformed dimensions' approach allows for analysis of all facts across the common dimensions such as clients, products, advisors, asset classes, risk profiles, transaction types, organization or territorial units, time.


Flexible Report & Dashboard Authoring Environment: Power users of OFS Wealth Analytics get full access to the Pentaho Business Analytics environment to perform their ad hoc analysis tasks. They can create dashboards, charts and reports in a very flexible authoring environment with many options to customise content and presentation. The flexible authoring environment gives autonomy to power users and frees and allows faster time-to-market.


Embedded Intelligence: OFS Wealth Analytics is also used to add embedded intelligence  functionality to the OFS solutions for advisory, portfolio management and the back office.

Embedded intelligence means empowering process operators with the knowledge to make the right decisions, giving them the right tools inside their standard application environment. Users no longer have to access a separate application to get access to analysis: aspects such as single sign-on, data security, scheduling and report distribution have already been taken care of. Each user can see the reports and data they are entitled to.


Cost-effective ETL: Most of a datawarehousing project’s costs are due to data concerns and the Extraction, Transfornation and Loading process (ETL). OFS Wealth Analytics offers optimized tools that automate data extractions from other OFS products incorporating data intepretation logic. Automated data loading routines are optimized for performance with complete error management for easy maintenance.

OFS Wealth Analytics is built on the world-class Pentaho Business Analytics software suite, so it supports business analysts with an entire range of features, such as drill-down, drill-through, data visualization tools, data security, user roles, report permissions model, multi-channel delivery, mobile access, scheduling facilities, high performance execution architecture including caching. 

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