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

Capabilities

Investment Administration

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

Capabilities

Cash Management

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

Capabilities

Regulatory Compliance

Generation of reports in the format required by local authorities

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

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

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

“
Regulatory Compliance
“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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