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Georgios Lekkas
[email protected]

Wealth Apps

OFS WEALTH APPS is a mobile portfolio of applications available on smartphones and tablets, integrated and developed to meet all the financial advisors’, portfolio managers’ and clients’ needs. OFS Wealth Apps supports a wide range of languages, currencies, time zones and channels. It is also an open platform that supports any kind of hardware, operating system and databases. Applications are interoperable and are able to be used inside different individual systems and business domains.

It is based on the Objectway Financial Suite platform that supports different advisory and portfolio management models through the mobile and traditional channels, using a secure cloud architecture.

OFS WEALTH APPS integrates seamlessly with OFS Advice platform to support advisory processes and with OFS eXimius Portfolio Manager to support portfolio analysis, reporting and execution processes. It provides a range of mobile applications to support financial advisors and portfolio managers’ business processes:

·  Advice: to manage customers’ personal data, analyse clients’ life objectives and investment scenarios and set up personalised proposals

·  Profile: to develop clients’ asset profiling and portfolio evaluation, through historical analysis of risk and return of investment. The Advisor is able to research clients, navigate through investments and download customised reports and news in real time.

·  Simulation & Planning: to carry out “what if” analysis and define the most suitable scenarios by allocating resources, simulating life events, setting different objectives. Simulations and financial planning proposals can be shared and reviewed within customers and their financial advisors.

·  Trade: to directly access market data, using either static or real-time views. Information is guaranteed in real-time mode. Clients can either create their own trades or review the advisor’s recommendations and execute those trades.

·  Monitoring & Alerting: to constantly monitor portfolios’ performance, alerts can be generated for each security.

·  Reporting: to create customized reports clients’ assets can be profiled and evaluated, through an analysis of its whole worth.


OFS WEALTH APPS mobile applications supports private and retail banks, brokers, asset management companies in the implementation of best-in-class services and operating models, based on an holistic client-centric advisory approach and a perfect investment strategy execution. 

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