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            Fund of Funds: Global Adoption and Investment Administration Best Practice
            The role of automated investment administration software in reducing the operational risk and increasing efficiency in FoF.
            10 months until UCITS PRIIPs regulation - are you ready?
            For Asset Managers selling funds in Europe, strategy and technology are crucial to minimising disruption, mitigating risk, and building trust.
            FRS sponsors Fund Technology, Data & Operations Report
            FRS is pleased to sponsor the ninth annual Fund Technology, Data & Operations, Europe 2021 Report from Clear Path Analysis.
            Providence Group selects FRS technology to power digital wealth platform for expats

            FRS provides end-to-end investment administration software for individual and collective products.

            Dublin, Ireland – 21 January 2021  Financial Risk Solutions (FRS), is pleased to announce the adoption of its wealth management technology by Providence Group for powering their ProviTrade platform and Providence Life Limited life assurance products. Providence Group is an offshore life assurance and investment advice company offering savings, retirement, portfolio bond products and platform accounts for professional expats worldwide. Powered by FRS technology, Providence Group's new digital investment platform ProviTrade extends their offering to include portfolio and open architecture investment products to scale their business.

            FRS provides technology for the end-to-end management and administration of personal investment accounts on ProviTrade. It comprises a white-labelled, multi-currency digital investment portal for ProviTrade’s clients and their financial advisers to manage their assets, transact, and view valuation statements in real-time. This portal then connects to FRS’s back-office investment administration system Invest|Pro™ for straight-through-processing (STP), ensuring a seamless investment process for both Providence Group and its end clients.

            Financial Risk Solutions' CMO Frank Carr (left) and Professional Services Director Paul O'Meara (right) in Dubai, 2019.

            In launching the platform, Providence Group chose to invest in a modern, secure and scalable investment administration system offered by FRS to meet the growing digitisation demands that clients now expect when managing investment portfolios. In doing so, Providence Group also significantly reduces manual processing and the associated operational risks involved in running investment operations.

            The project was delivered remotely to the group’s United Arab Emirates administration hub Providence Administration Services, with Providence Group hosting the Invest|Pro™ installation in the cloud to support scalability and business continuity. The solution has assisted Providence Group to:

            • Significantly enhance the digital journey and provide an intuitive user experience for customers
            • Establish a new operating model with a light human touch and rigorous back-office controls
            • Introduce straight-through processing from front to back office, significantly reducing operating costs and operational risk
            • Launch new wealth and investment products, compliant with the latest regulations in a matter of days

            Austin Blair, CEO at Providence Life said;

            “FRS has been instrumental in the development of ProviTrade. Their expert team and best-of-breed technology has ensured we have built a world-class digital wealth platform to serve the growing needs of professional expats. The efficiency gains already realised through InvestPro will allow us to focus on growing our business.” 

            Frank Carr, Chief Marketing Officer at FRS commented;

            “Providence Group is an excellent example of an international life assurance company evolving to meet the changing needs of its clients and offer the digital experience they now demand, and it’s great to onboard them as a new client in the wealth sector. We are confident that with InvestPro powering the investment administration of portfolio bonds, Providence Group will enjoy all the operational benefits our technology provides as well as enable them to scale their business even further.” 

            FRS provides technology for the end-to-end management and administration of personal investment accounts on ProviTrade.
            Machines for Doing and Humans for Reviewing
            The role of automation in building a leaner, more tech-savvy operation. Ideas for funds and investment firms to streamline operations.
            Lockdown and Error Proof Unit Pricing
            The new normal presents the perfect opportunity to invest in technology to reduce the damage caused by unit pricing errors.
            Build vs. Buy - Key Considerations
            Key considerations for life assurance, pensions firms and wealth managers in deciding to purchase software or build in-house.
            Operational Resilience for Buy-Side Investors
            How, with best practice and quality software, relationships can strengthen between Asset Managers and their outsourced providers.
            Removing the Uncertainty from Digital Transformation
            How new delivery methods, like continuous deployment, reduces the risks of software upgrades and improvements.
            Remote implementations in the new world
            How to reduce risk and increase efficiency with a proven implementation plan for technology upgrades.
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          • Life and Pensions

            Life and Pensions

            Manufacture funds and automate multiple complex fund administration processes, manage oversight and regulatory reporting.

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            Deliver robust, scalable fund and investment administration services with real-time oversight of operational activity.

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          • Wealth Management

            Wealth Management

            Grow distribution by empowering advisors and clients to manage assets, transact and view valuation statements.

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            Reduce operational costs, increase efficiencies and mitigate risk with continuous oversight of fund manufacturing.

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            A trusted technology partner to life assurance, wealth and asset management firms since 1999, FRS is led by an expert team of actuaries, compliance and IT specialists.
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