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.
What can we do for you
100+ InvestPro installations
Trusted by blue-chip financial services and BPO clients worldwide
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 MetLifeRead case study
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 operationsRead case study
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.Read case study
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.Read case study