The Invest|Pro™ solution is widely used by wealth managers to administer and control individualised portfolios. These are accounts which hold a variety of assets for the benefit of the policy or account holder. The Invest|Pro™ system integrates into existing business systems to transform traditional wealth management systems, such as unit linked life assurance, into a scalable web based platform suitable for fully functional multi asset management products.
Invest|Pro™ integrates with your existing business systems so that the functions that are already carried out by these systems are maintained and not duplicated.
Invest|Pro™ handles a huge range of asset types including equities, fixed interest, discretionary accounts, derivatives and real estate allowing the client to use your company as their central wealth management package.
Invest|Pro™ supports your investment advisors. Our portal, Invest|Retail allows the advisor view all their clients’ portfolios in a unified view.