The wide selection of investment management solutions today supports practically all investment management processes from front to back. To cater to the ever-changing needs of businesses, investment management solutions are made to be completely modular and flexible in terms of business function and instrument type. These investment management solutions process automation in investment management adds value across the enterprise, empowering you to mitigate risk, reduce costs and allow growth throughout the whole enterprise. Here is a list of today’s most popular investment management solutions.
FC Portfolio by FundCount. This is an investment management solution manages all of your investment portfolio, accounting, reporting and client-related tasks in one powerful investment management platform. Its key features include integrated general ledger, workflow engine, check writing, client management and billing, automated broker reconciliation, interfaces with brokers, wide range of securities, and GIPS-compliant presentation of reporting.
IMS by Isis Financial Systems. This is an integrated multi-currency investment management solution that maintains any asset class. This solution features rules based modelling, performance measurement, risk analysis, breakout allocations and returns at all levels, scenario tool and yield curve analysis. Its accounting features include a complete history of activity, audit controls, flexible query, reconcilement and unitization.
CreditPoint Software by CreditPoint. This is an investment management solution for credit risk and collections management, supplier risk management and commercial loan management. This solution feature almost endless configuration options, allowing you to achieve significant automation and workflow benefits, while still embracing the company’s expertise and experience. Their website features product video tours, along with interactive process diagrams that will take you through the entire process of investment management.
Prospero by SAGE. The Prospero suite of investment management solutions are fitted precisely to the needs of specific segments of the financial services industry. It has features for wealth management, asset management, fund administration and independent asset management. It covers all financial, processing, reporting and transactional need from the front office to the middle and back office areas.