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

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

FRS – Global Pension Challenges

A review of several approaches from various jurisdictions on Pensions Challenges.
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IRI Annual Conference 2024, Nashville

FRS is delighted to attend the IRI Annual Conference 2024, from the 2nd - 4th April in Nashville.
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InvestOps 2024, Orlando, Florida

Tom Patterson and Frank Carr from FRS are attending the InvestOps Conference 2024 in Florida from 11 - 13 March
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Caribbean Actuarial Association 2023 Conference, Trinidad

FRS is looking forward to the CAA 2023 Conference in Trinidad on the 29th November.
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FRS – Navigating the Challenges of Cash & Asset Allocation

This paper looks at three key areas that will ensure your organisation stays on the road to sustained success.
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FRS – LTAF Investment Admin Considerations

This paper discusses the complex area of LTAFs in detail. 
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IFoA Life Conference 2023 – Birmingham

Frank Carr and David Kenny are looking forward to attending the 2023 IFoA Life Conference in November.
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Post Retirement Forum 2023 – Sydney

FRS is delighted to once again be a Gold sponsor at this years 11th Annual Post Retirement Forum in Sydney.
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Investment Industry Summit 2023 – Dubai

FRS is delighted to continue our sponsorship of the Middle East Investment Panorama (MEIP) at the Wealth Xchange Investment Industry...
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AFM Annual Conference & AGM 2023 – Brighton

Frank Carr will be attending the AFM Annual Conference and AGM in Brighton on the 2nd and 3rd of October.
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