Fund Administration software has been around for a while now, yet our customers tell us that they implemented InvestPro to address pain points that haven’t really changed for 15 years.

This paper, adapted from a presentation given by FRS at the 2021 Unit Pricing Forum in Sydney, explores the risks of relying on manual processes and spreadsheets versus the rewards to be gained from automating the fund administration processes.

The paper explores:

  • How complexity is created in unit-pricing processes
  • Fund admin software for small firms
  • How to realise Operational Alpha with InvestPro