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.

Life and Pensions

Manufacture funds and automate multiple complex fund administration processes, manage oversight and regulatory reporting.

Outsourced Fund Administration

Deliver robust, scalable fund and investment administration services with real-time oversight of operational activity.

Wealth Management

Grow distribution by empowering advisors and clients to manage assets, transact and view valuation statements.

Asset Management

Reduce operational costs, increase efficiencies and mitigate risk with continuous oversight of fund manufacturing.

What can we do for you

 

100+ InvestPro installations

Trusted by blue-chip financial services and BPO clients worldwide

Monument

Group Head of Finance

Financial Risk Solutions were the obvious choice for Monument Insurance, both from a product perspective as well as their best-in-class reputation in the industry. Their expert project team got us up and running in record time and we are now well positioned for growth without having to add a large amount of human resource.

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RL360

Financial Controller

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 operations

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Zurich

Project office

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.

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Aviva

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.

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