2-4 Clanwilliam Terrace, Grand Canal Quay, Dublin 2, Ireland
Drive digital strategy through InvestPro’s built in wealth web portal. Boost client satisfaction by giving advisers and clients the ability to manage their portfolios online
With over 20 years delivering investment administration software, Financial Risk Solutions (FRS) is a trusted technology partner to wealth, life assurance and asset management firms worldwide. Led by an expert team of actuaries, compliance and IT specialists, clients license FRS software to lead in the ever-changing challenges of growth, regulatory pressures and competition in the industry.
Wealth managers rely on the award-winning InvestPro platform to reduce operational costs, increase efficiencies and mitigate risk in the manufacture and management of investment products. More than 200,000 individual wealth accounts are managed on the InvestPro platform today.
Delivered on-premise or cloud-hosted, InvestPro securely automates multiple complex fund and wealth management administration processes including portfolio valuations, cash allocation and rebalancing; manufacture and management of model portfolios, oversight and validation of operational activity performed by outsourced partners; and in Europe monitoring and reporting for PRIIPs, KID requirements.
A digital offering is a key requirement for today’s wealth managers and InvestPro’s self-service web portal meets the industry’s digital requirements and integrates with other critical systems. This is proven to generate administrative efficiency gains, reduce operational risk and improve client satisfaction for wealth products. Customised with your branding, the online portal......