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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 selected 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.

Aviva Life & Pensions Ireland Case Study

Aviva reduced costs and consolidated multiple systems into a single platform - InvestPro. Business processes are now faster, cost less and are carried out in a more controlled environment.

Investors Trust Case Study

Investors Trust selected InvestPro and the self-service web portal InvestRetail as key technology components when they developed and launched a new portfolio bond product.

Metlife EMEA Case Study

Using InvestPro, MetLife was able to centralise investment administration in EMEA. Now it can easily add, manage and transfer multiple books of business from their Dublin office.

Mobius Life Case Study

Implementation of InvestPro allowed Mobius Life to more than double its funds under management and expand its range of funds without any increase in staff.

Monument Re Case Study

As an existing InvestPro user for their day-to-day unit-linked business, Monument Re looked to also use this data to create the final Solvency II asset reports.

RL360 Case Study

RL360° chose InvestPro to create a single investment platform for the company and realised close to 20 percent reduction in the costs of the investment administration and investment accounting departments.

Zurich International Life Case Study

After a rigorous review of their existing investment administration system and other market offerings, Zurich decided to replace its older, labour-intensive systems with InvestPro.