Financial advisers face the huge challenge of acquiring new clients and maintaining their existing client relationships against the onslaught of competition from across the banking and wealth management sector. As different financial institutions strive to ‘increase their share of customer wallet’ the boundaries between them are becoming blurred. And, as today’s investors become more sophisticated, these providers are recognising that a traditional mass market approach to retail financial services is no longer adequate for the swelling mass affluent market.

These changes in the wealth management landscape, in particular the spectacular growth in the mass affluent sector, brings a multitude of opportunities to the financial adviser and asset manager. But, as change presents new opportunities, it also brings new pressures. Many advisers are struggling with the sheer volume of their administrative workload instead of focusing on their client relationships.

Financial Objects provides a range of solutions specifically targeting IFAs, multi-tied agents and asset managers. From the latest in front office portfolio management systems and client reporting systems to back-office administration systems that remove some of the everyday administrative stresses and strains of the professional financial advisor.

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