Software supplier Financial Objects has been assigned to implement its wealth
management software with Sand Aire, the UK-based multi-client family office.
Sand Aire specialises in strategic wealth management for families, trusts and charities.
Activebank Wealth Manager will be used by Sand Aire to enhance its portfolio
management and client reporting capabilities and should help enhance its future development.
Financial Objects wealth management division managing director Gary Linieres says: “We are delighted to announce this deal which was won due to our industry
expertise, leading software and proven track record. We look forward to working with Sand Aire and providing them with our high quality service.”
Sand Aire director, wealth management Paul Reynolds says: “Having a robust but flexible system is essential to meet the needs of our clients. We believe that Financial Objects can deliver this and add to our unique client proposition.”