Fund managers are positioned at the very centre of the wealth management sector servicing the investment needs of both wealth managers and direct retail investors. Success is entirely dependent of the performance of their funds and their ability to implement a successful investment process across their organisation.

To achieve this, fund managers need to avail themselves of a wealth management software solution that incorporates sophisticated performance management and risk management tools. In addition to the traditional qualitative routes for stock selection, stress testing and ‘what-if’ scenario calculations are playing an increasingly important role for the fund manager. The right wealth management system can provide a competitive edge as fund managers strive to read the market and re-rate their funds to pre-empt the effect of market changes.

Financial Objects provides a number of solutions for the fund 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