Life Policy Administration

Life Policy Administration

Rely on an integrated investment and policy administration solution that meets stakeholder needs, providing scalability for future strategic growth

Capabilities
Policy Configuration
Workflow driven solution to rapidly configure and control your policies

EXIMIUS

Capabilities
Investment Administration
Investment management of a wide range of account types including onshore/offshore personal portfolio bonds

EXIMIUS

Capabilities
Cash Management
Full cash management of statements, interest processing, standing orders and foreign exchange facilities

EXIMIUS

Capabilities
Regulatory Compliance
Generation of reports in the format required by local authorities

EXIMIUS

Capabilities
Capabilities
Capabilities

Key Benefits

Rapidly configure and control your policies with a powerful and flexible engine

Streamline investement operation, reducing operational risk and increasing efficiency

Define your investment strategy optimising returns and increasing profitability

Benefit from a full control of client portfolios and investment strategies

Increase customer satisfaction and empower client engagement

Life Policy Administration

Rely on an integrated investment and policy administration solution that meets stakeholder needs, providing scalability for future strategic growth

Capabilities

“
Policy ConfigurationEXIMIUS

“Workflow driven solution to rapidly configure and control your policies”

“
Investment AdministrationEXIMIUS

“Investment management of a wide range of account types including onshore/offshore personal portfolio bonds”

“
Cash ManagementEXIMIUS

“Full cash management of statements, interest processing, standing orders and foreign exchange facilities”

“
Regulatory ComplianceEXIMIUS

“Generation of reports in the format required by local authorities”

Key Benefits

“

“Rapidly configure and control your policies with a powerful and flexible engine”

“

“Streamline investement operation, reducing operational risk and increasing efficiency”

“

“Define your investment strategy optimising returns and increasing profitability”

“

“Benefit from a full control of client portfolios and investment strategies”

“

“Increase customer satisfaction and empower client engagement”

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