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List of Objectway Eximius Portfolio Management Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
Degroof Petercam Luxembourg Banking and Financial Services 343 $40M Luxembourg Objectway Objectway Eximius Portfolio Management Portfolio and Investment Management 2021 n/a
In 2021, Degroof Petercam Luxembourg implemented Objectway Eximius Portfolio Management to support its wealth and third party asset management functions, a deployment aligned with the Portfolio and Investment Management category. The selection followed a competitive tender and emphasized compatibility with Benelux regulatory requirements and full digital functionality for the firm’s wealth operations. The engagement centers on Objectway Eximius Portfolio Management as the primary module for portfolio management and reporting, providing consolidated portfolio oversight and investor reporting capabilities for third party asset managers. Configuration focused on digital workflow coverage across portfolio lifecycle activities, with standard Portfolio and Investment Management capabilities applied to support multi-client reporting, performance attribution, and automated reporting generation consistent with the vendor’s product scope. Operational scope targeted the firm’s wealth operations and third party asset management services in the Benelux region, with governance oriented to compliance alignment and centralized reporting standards. The program was positioned to increase digital coverage for the firm’s wealth operations while delivering explicit portfolio management and reporting functionality for third party managers, with rollout and process standardization driven by the competitive procurement outcomes.
Desjardins Group Banking and Financial Services 55290 $10.6B Canada Objectway Objectway Eximius Portfolio Management Portfolio and Investment Management 2014 n/a
In 2014, Desjardins Group implemented Objectway Eximius Portfolio Management through Desjardins Securities in a fully vendor hosted, vendor managed ASP model. The Objectway Eximius Portfolio Management deployment served Desjardins Securities' Canadian brokerage and wealth operations, covering portfolio, client relationship, client reporting and order management functionality for finance and wealth management teams. The implementation activated core Portfolio and Investment Management capabilities including portfolio accounting, order management workflow, client relationship management and consolidated client reporting. The vendor hosted SaaS model provided daily data ingestion, scalable reporting, continuous system monitoring and managed upgrades to support operational continuity. Operational scope focused on brokerage and wealth management business functions across Canadian operations, with the vendor responsible for hosting, application management and routine updates under the ASP service model. Governance emphasized vendor managed monitoring and upgrade processes, and the service model was positioned to improve operational efficiency and business continuity as stated in the deployment announcement.
Rabobank Banking and Financial Services 47000 $20.5B Netherlands Objectway Objectway Eximius Portfolio Management Portfolio and Investment Management 2015 n/a
In 2015, Rabobank implemented Objectway Eximius Portfolio Management to deliver consistent client performance and attribution reporting as part of an IT simplification and renewal programme focused on finance and portfolio reporting. The deployment established Objectway Eximius Portfolio Management as a centralized platform in the bank's Portfolio and Investment Management stack for standardized client reporting across paper and digital channels. The implementation emphasized performance and reporting functionality and was configured to act as a single database and calculation engine for portfolio reporting. Functional capabilities implemented included performance measurement and attribution processing, centralized portfolio data modeling, calculation services for time weighted and money weighted returns, and automated report generation for client statements and digital delivery. Rollout and governance were managed under the IT simplification and renewal programme, aligning finance and portfolio reporting teams around common attribution methodologies and reporting templates. The platform went live in 2015 and was intended to become the single source of portfolio reporting for client-facing outputs across Rabobank, consolidating reporting workflows and calculation logic into Objectway Eximius Portfolio Management.
RBC Brewin Dolphin Banking and Financial Services 2200 $617M United Kingdom Objectway Objectway Eximius Portfolio Management Portfolio and Investment Management 2020 n/a
In 2020, RBC Brewin Dolphin implemented Objectway Eximius Portfolio Management as a core component of a program tied to Avaloq core platform adoption and the decommissioning of the FISCAL system. The Objectway Eximius Portfolio Management deployment was positioned within the Portfolio and Investment Management category to support front to back portfolio orchestration and trading workflows. The implementation included configuration of trading and portfolio management capabilities alongside a bespoke Product Restrictions Manager module, which was driven from inception to delivery by the change team. The Product Restrictions Manager was configured to enforce asset, individual and country level restrictions within portfolio workflows, and PRIIPS indicator logic was updated within existing processing flows to reflect regulatory changes. Integrations were explicitly documented and executed between Objectway Eximius Portfolio Management and multiple upstream and adjacent systems, including Client Engage CRM, Salesforce, Avaloq for custody and settlement, BizTalk middleware for messaging, and ICE for upstream asset and client static data. Data mapping work covered client static and asset static records, and the implementation targeted straight through processing across trading, custody and reporting touchpoints. Operational governance centered on coordinated cutover and release management, with BA led planning for test environment preparation, production deploy activities for releases and transition projects, and end to end migration planning into the Avaloq ecosystem. Process design and handoff artifacts were produced using BPMN, and the program coordinated the Data Protection Impact Assessment process on behalf of the Data Protection Officer, engaging stakeholders and SMEs across operational and client facing business units. Outcomes documented by the program included the Product Restrictions Manager reducing Investment Manager effort by 20 percent for identifying and placing restrictions, and positive customer feedback after escalation and early resolution of a critical delivery issue. The broader migration effort to Avaloq was driven to provide a scalable platform, centralised reporting, increased data accuracy and improved STP capability across the firm’s core applications.
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Buyer Intent: Companies Evaluating Objectway Eximius Portfolio Management

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Objectway Eximius Portfolio Management. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Objectway Eximius Portfolio Management for Portfolio and Investment Management include:

  1. Ca Indosuez Wealth Luxembourg, a Luxembourg based Banking and Financial Services organization with 634 Employees
  2. Euroclear, a Belgium based Banking and Financial Services company with 5000 Employees
  3. Steve Oliver, a United States based Leisure and Hospitality organization with 10 Employees

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FAQ - APPS RUN THE WORLD Objectway Eximius Portfolio Management Coverage

Objectway Eximius Portfolio Management is a Portfolio and Investment Management solution from Objectway.

Companies worldwide use Objectway Eximius Portfolio Management, from small firms to large enterprises across 21+ industries.

Organizations such as Rabobank, Desjardins Group, RBC Brewin Dolphin and Degroof Petercam Luxembourg are recorded users of Objectway Eximius Portfolio Management for Portfolio and Investment Management.

Companies using Objectway Eximius Portfolio Management are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

Companies using Objectway Eximius Portfolio Management are most concentrated in Netherlands, Canada and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Objectway Eximius Portfolio Management across Americas, EMEA, and APAC.

Companies using Objectway Eximius Portfolio Management range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 25%, and global enterprises with 10,000+ employees - 50%.

Customers of Objectway Eximius Portfolio Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Objectway Eximius Portfolio Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.