Source: Financial Objects
Financial Objects plc, a leading provider of advanced banking and financial services software solutions, has been selected by Slater Investments Limited, an asset management firm that manages equity funds and segregated institutional portfolios.
Slater Investments implemented Financial Objects' activebank Wealth Manager this month to improve its portfolio management capabilities and enhance customer service.
Financial Objects' activebank Wealth Manager solution now manages and administers all of Slater Investments' portfolios, providing risk management and performance analytics, while also enabling the design, production and delivery of enhanced client reports. The solution has been integrated with industry standard pricing feeds, as well as internally developed applications.
Gary Linieres, sales director at Financial Objects, said, "Slater Investments is a high quality and fast growing asset manager who will quickly reap the benefits of our advanced wealth management technology. activebank Wealth Manager addresses the full spectrum of Slater Investments' clients, from high net worth client portfolio management through to institutional fund management."
activebank Wealth Manager covers both private banking and institutional clients. The solution delivers value across the full business lifecycle of an asset manager, from asset allocation to ongoing portfolio management, risk and performance measurement and high quality client reporting.
As a Microsoft-based solution, activebank Wealth Manager is a low cost low risk solution that is quick to implement, enabling smaller asset management firms to introduce compliant technologies to their business processes.