Objectway, a global leader among the Top 100 FinTech providers of software-as-a-service solutions, has formed a strategic partnership with Kinsted Wealth, an independent wealth manager based in Calgary, Canada. This collaboration aims to revolutionize Kinsted Wealth’s operations by integrating Objectway’s advanced digital solutions to manage their business in a fully integrated and centralized manner. This move is set to accelerate the growth of Kinsted Wealth’s discretionary business and its network of external advisors.

Objectway’s cutting-edge digital front-end will significantly improve the client experience at Kinsted Wealth by providing omnichannel interaction options, enhanced client engagement, and increased front-office productivity. These improvements will be supported by an online portal and mobile applications designed for investors, facilitating a more dynamic and accessible wealth management experience.

The implementation of Objectway’s solutions will enable Kinsted Wealth to offer a comprehensive 360° view of client interactions. This platform automates the delivery of information and generates actionable insights, helping to streamline operations and enhance the quality of client service. With Objectway’s investment management solutions, Kinsted Wealth can now centrally manage client portfolios and internal pool funds more effectively.

One of the key features of this partnership is Objectway’s discretionary portfolio management, which supports straight-through processing for real-time order execution. This technology provides continuous and automated monitoring of portfolio compliance at all levels and facilitates mass rebalancing of funds and client accounts. Kinsted Wealth, which manages over $1 billion in assets, will benefit from enhanced efficiency and compliance in handling large-scale investments.

Objectway’s comprehensive solutions also include unified and centralized data management and storage, along with the migration of historical performance data. All these services will be hosted on Objectway’s Canadian private cloud data center, ensuring robust data security and reliability.

Adam Payne, President & CCO at Kinsted Wealth, emphasized the importance of this partnership: “In order to deliver bespoke wealth management through our transparent and highly personalized discretionary wealth management services, we needed to focus on our core business, whilst relying on a fully integrated client and investment management solution from a trusted partner. Objectway demonstrated they had the right capabilities, data security, market knowledge and experience to support our business growth.”

Kurt Vanhee, Managing Director Continental Europe and North America at Objectway, also commented on the collaboration: “We are delighted to have been selected by Kinsted Wealth to enable them to scale their business while optimizing and streamlining their operational model through integrated client and investment management solutions that can be easily integrated with their existing business ecosystem, including clients, external advisors and custodians.”

The partnership between Objectway and Kinsted Wealth represents a significant advancement in the field of digital wealth management, setting a new benchmark for the integration of technology in traditional wealth management practices. This collaboration not only enhances the operational capabilities of Kinsted Wealth but also serves as a model for other wealth management firms looking to leverage technology to improve efficiency and client satisfaction.

  client engagement, digital wealth management, fintech, investment management, Kinsted Wealth, Objectway, wealth management solutions