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KID production for PRIIPs for Outsourced Fund Administration
Solvency II Unit Matching for Life and Pensions
Solvency II QRTs for Life and Pensions
Oversight and Resilience for Life and Pensions
KID production for PRIIPs for Life and Pensions
Self-service web portal for Life and Pensions
Trade Order Management for Life and Pensions
Charges for Life and Pensions
Tax Accruals for Life and Pensions
Invest|Pro Cash Allocation, Rebalancing & Order Management in Fund of Fund Structures
Learn how this core InvestPro functionality is a vital ingredient in achieving operational alpha in the back office.
Acorn Life Case Study

Acorn Life chose InvestPro to manage its Life Assurance book of business. Recent compliance requirements introduced by the CBI increased the priority of the upgrade.

Ardan International Case Study

Ardan International selects InvestPro to provide an open architecture platform with back-office capabilities for dealing/transaction processing, and a web portal for clients to manage their portfolios.