Asset managers are facing new and more complex challenges from their clients, competitors and regulators. Technology is playing a fundamental role in helping asset managers to rise to these challenges and differentiate themselves from the competition in what is becoming an increasingly crowded market.

Asset management services are at the heart of the wealth management industry. Today, clients across the wealth spectrum are more likely to want to invest in a diverse range of assets from traditional financial products through to alternative investments and non-financial products including property, art, wine and other commodities. Clients’ investments need to be managed carefully, in line with each client mandate and in accordance with regulations such as MiFID, while maintaining performance and delivering the expected returns.

Financial Objects provides a number of solutions for the asset manager from the latest in front office portfolio management capabilities to a back-office administration system.

Use the menu on the left or click on the descriptions below to find the solution that best suits your requirements:

• Customer relationship management – needs analysis and risk profiling
• Portfolio construction and asset allocation
• Portfolio management
• Performance and risk assessment
• Client reporting – document design, production and distribution

• Manages all client and market facing data - delivering it to the right people at the right time to improve efficiency throughout the wealth management lifecycle
• Sophisticated reporting tool for client and management reporting