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Objectway's Wealth In One Solution to be deployed at James Sharp to improve efficiency and provide a digitally enabled platform for the company's expanding business. 

At James Sharp we pride ourselves on the quality of service provided to our growing client base and the longevity of many of our relationships. As a successful and forward-looking business, we recognised the need to invest in the technology used to provide our service to clients. In doing so, we approached Objectway, a leading provider of investment management and digital software solutions to the financial services industry, to provide a full, front to back solution that would deliver a digitally enabled platform to future proof the business.

Wealth In One is a fully integrated solution for Wealth Managers, that supports any business model through the deployment of Objectway’s Best of Breed components (Clearing & Settlement, Portfolio Management, CRM and client portal). Provided as a managed solution, that is both scalable and highly configurable, it is particularly attractive to businesses that are expanding and evolving.

“As an independent partnership of 130 years, James Sharp has always needed to adapt and evolve to meet the demands of its clients”, said Martin Entwistle, Partner.

“With the increased use of technology, we felt the time was right for James Sharp to transform once again. We want to be able to continue serving our clients with the same professionalism and high-level of service that they have come to expect, whilst offering them the flexibility to interact with us in real time and across all channels and devices”.

Luigi Marciano Founder & CEO at Objectway, added: “It has been a pleasure to engage with James Sharp, a firm that understand the benefits of a well thought out approach to digital technology and one willing to embrace technology to empower and improve their customer service.

“Although not the only option open to James Sharp, we were able to convince them that we were the right partner to work with and our modular, fully integrated solution resonated with their evolutionary approach. The deployment of Wealth In One will ensure that they can collaborate with their clients via a fully compliant, and a functionally rich solution.”