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Are You a... Personal Portfolio Bond Provider?
"One of Irish Life International's foundations of success has been our innovative and flexible approach to product development and management," said Paul Lyons chief operations officer at ILI. "When we began looking for ways to administer our unitised funds and personal portfolio bonds in a more innovative and resource efficient manner, we found FRS to offer the best proposition for our business. In addition to the functionality of their software, we chose FRS for their understanding of our industry and their commitment to on-time, on-budget delivery."
InvestPro™ treats the Personal Portfolio Bond as a quasi-unitised vehicle. This approach allows notional unitising of the portfolios which enables investment performance to be tracked through price performance statistics and against benchmarks. In addition the detailed controls that apply to unit funds are also applied to the administration of Personal Portfolio Bonds
- Portfolio Fund Administration System
- (pdf | 174KB | PPB's.pdf)
InvestPro allows more funds to be administered by fewer people in less time and with rigorous controls.