Who is our software for?
Life assurance, wealth, asset management firms and outsourcers all trust Invest|ProTM to boost investment administration efficiencies, reduce operational costs and mitigate risk.
Led by an expert team of actuaries, compliance, and IT specialists, we have partnered with over 65 blue-chip financial services and BPO clients worldwide to digitise their investment administration operations.
Today our clients manage over 150,000 funds using Invest|ProTM software. See what we can do for your business today.
Life and Pensions
Manufacture funds and automate multiple complex fund administration processes, manage oversight and regulatory reporting.
Superannuation
Manufacture and automate multiple complex investment and fund administration processes, manage custodian oversight and regulatory reporting.
Life and Annuity
Manufacture and automate multiple complex investment and fund administration processes, manage custodian oversight and regulatory reporting.
Outsourced Fund Administration
Deliver robust, scalable fund and investment administration services with real-time oversight of operational activity.
Wealth Management
Grow distribution by empowering advisors and clients to manage assets, transact and view valuation statements.
Asset Management
Reduce operational costs, increase efficiencies and mitigate risk with continuous oversight of fund manufacturing.
InvestPro Key Features
InvestPro software allows leading life assurance, wealth, asset management firms and outsourcers to automate manual investment administration processes in order to reduce operational costs and reputational risk, manage regulatory compliance processes, and generate timely financial reporting
Cash Allocation and Rebalancing
Automate the capture of policyholders' cash movements into top-level collective funds and cascade money flows through all lower fund levels.
Unit Pricing / Nav calculation
InvestPro produces lightning-fast NAVs and unit prices for investment portfolios and Fund of Funds (FoF).
Tax Accruals
Eliminate lag or loss of accuracy with automated and up-to-date taxation accruals for unit-linked funds.
PRIIPs
Automate the production and publication of Key Information Documents (KIDs) for PRIIPs for full compliance with UK & European EIOPA regulation.
General Ledger
Ensure accurate investment accounting for wealth management products with InvestPro's native and fully integrated general ledger.
Fund Performance
Automate fund performance, modelling and reporting straight from the investment database.
What can FRS do for you
Rich Functionality
Reduce costs and scale by deploying a proven and comprehensive integrated invested administration system to manage front to back-office processes.
Trusted Partners
With 20+ years in business, our expert team is led by actuaries, compliance, and IT specialists.
World Class Support
Round the clock, with queries often resolved immediately by an unmatched level of frontline support.
Advanced Technology
From automated testing to continuous deployment and cloud hosting, trust InvestProTM to future proof your operations.
100+ InvestPro installations
Trusted by blue-chip financial services and BPO clients worldwide
MetLife
Head of Investments and Fund Pricing
Our FRS experience has been fantastic and as a unit linked partner they are a leader in the industry, having seen the operational efficiency gains InvestPro™ delivered for MetLife
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RL360
Financial Controller
Prior to the implementation of Invest|ProTM the preparation of a set of investment accounts from multiple different systems was quite inefficient. Having a single database of investment transactions and a single Invest|ProTM general ledger from which to extract a trial balance has significantly reduced timescales and greatly improved the robustness of the process. Invest|ProTM has completely transformed our operations
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Zurich
Project office
The team from Financial Risk solutions did an excellent job implementing Invest|ProTM, their industry knowledge added hugely to the project. The system has made a significant improvement to our entire investment administration department by increasing controls, improving processing times and facilitating significant scalability. Invest|ProTM has been very well received by users and management.
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Aviva
Head of Group Finance
Investment administration operations have changed so much over the years and our legacy systems were old and unable to provide the functionality we required. We chose Invest|ProTM to automate and consolidate our administration functions and the 35% cost savings and efficiencies that have resulted have been exceptional. These efficiencies have also allowed us to provide our clients with better service and products – which is where our core competencies lie.
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Latest news, events and thinking
Post Retirement Forum 2023 – Sydney
AFM Annual Conference & AGM 2023 – Brighton
Super Funds Preparing for Change – Part 3
Super Funds Preparing for Change – Part 2
FRS – LTAF Investment Admin Considerations – Part 1
ACLI Annual Conference 2023 – Washington
Investment Operations Challenges 2023 Forum – Sydney
IASA Xchange Conference 2023 – Minneapolis
PLSA Investment Conference 2023 – Edinburgh
