Calgary’s Kinsted Wealth has chosen Objectway to expand its business in Canada by streamlining processes and integrating capabilities into a single platform for digital front-end and investment management.
Kinsted Wealth is an independent wealth manager serving private individuals and institutional investors.
Objectway will help Kinsted Wealth manage their business in a fully integrated and centralised manner, ultimately accelerating the growth of its discretionary business and external advisor network.
This new client partnership follows the recent acquisition of Nest Wealth by 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.
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.
“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,” said Adam Payne, President & CCO at Kinsted Wealth.
“Objectway demonstrated they had the right capabilities, data security, market knowledge and experience to support our business growth.”
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