Slater Investments Buys Reporting Application From Financial Objects

Financial Objects says selected by Slater Investments Limited, a fund manager specialising in high net worth individuals, has bought its Wealth Manager application to improve portfolio management and customer service. Financial Objects says Wealth Manager provides risk management and performance

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Financial Objects says selected by Slater Investments Limited, a fund manager specialising in high net worth individuals, has bought its Wealth Manager application to improve portfolio management and customer service.

Financial Objects says Wealth Manager provides risk management and performance analytics, while also enabling the design, production and delivery of client reports. The solution has been integrated with industry standard pricing feeds, as well as internally developed applications.

“Slater Investments is a high quality and fast growing asset manager who will quickly reap the benefits of our advanced wealth management technology,” says Gary Linieres, sales director at Financial Objects. “Wealth Manager addresses the full spectrum of Slater Investments’ clients, from high net worth client portfolio management through to institutional fund management.”

Wealth Manager is a Microsoft-based application. Slater Investments, founded in 1994, manages equity portfolios for high net worth and institutional clients. The company also manages three equity unit trusts.

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