With £30 billion in assets under management, one of the largest stockbroking and wealth management firms in the UK uses Fiscal as the core of its back office operations. The independently owned wealth manager delivers a full breadth of services to more than 100,000 private clients, trusts and charities via an extensive branch network. Fiscal integrates with the firm’s front office system to automate order management and client settlement accounting. The software’s scalable order management system allows the firm to process high trade volumes, perform multicurrency market and client settlement, and easily comply with MiFID regulations. The resulting increase in operational speed and efficiency has helped the firm better serve its clients.
A leading UK wealth manager with more than £25 billion in assets under management prides itself on the superior service it has delivered to its clients for nearly 200 years. With Objectway’s Fiscal back office platform, the firm continues this legacy for a new generation of investors. Fiscal’s order management system offers extensive trade input facilities including automatic transfer for a variety of instruments—including equities, gilts, new issues, unit trusts, bonds, options, warrants and currencies. Since deploying Fiscal for order management and trade settlement, the firm has expanded the range of services it offers to its private clients, charities and trusts, cementing its status as a trusted household name across the UK.