Invest|Pro™ is used by over sixty life insurance companies to price collective funds and manage the cash flows between the companies policy administration system and investment managers. The scalable design enables Invest|Pro™ to administer large volumes of FOF (fund of funds) business, feeding the investment cashflows in aggregate to the market. It can integrate easily and quickly with other systems using web services or even file transfers.
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. It covers a wide range of accounts types, such as personal portfolio bonds in life companies, self invested pension plans, discretionary stockbroking accounts, managed accounts and others. It allows organizations place fund orders on behalf of investors and institutional clients, process income distributions, calculate fee rebates and undertake reconciliations.