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    • Solutions
    • Banking
    • Investment Management
    • Risk and Compliance
    • Capital Markets
    • Digital Transformation
    • About Us
    • Contact Us
  • Home
  • Solutions
  • Banking
  • Investment Management
  • Risk and Compliance
  • Capital Markets
  • Digital Transformation
  • About Us
  • Contact Us
TechBanking

Insurance Investment Management Solution

Overview

Automate and Streamline your Investment Management and Accounting Processes


As the regulatory environment for Insurance firms is becoming highly demanding and more controlled, the appropriate management of invested assets is becoming paramount. Firms need to be able to closely monitor and analyse the invested assets. Selecting the right software tool is critical to achieve performance and a properly risk-balanced portfolio.


The Insurance Investment Management solution provides the rich functionality and the flexibility needed to professionally manage financial assets, generate investments’ accounting entries and meet regulatory requirements. It has become the preferred choice in its category with advanced functionality to automate processes and comply with the company's and country's policies. It is the next level in investment management software that delivers all the needed capabilities for Insurance Companies to manage their assets.

Key Features

Key Features

Key Features

  • Global product coverage including exchange tradable securities (equities, fixed income, funds, etc) and non-listed investments (real estate, private equities, etc)
  • Instant cash flow information e.g. coupons, maturities, dividends, etc.
  • Multi-level performance analysis along with benchmark comparisons and metrics
  • Effective market risk measurement (VaR) along with back and stress testing tools
  • Built-in report generator tool for unlimited reporting views
  • Revaluation, amortisation and provisions operations
  • Automated accounting entries generation on a scheduled basis (daily, weekly, etc.) according to IFRS and local accounting standards
  • Integration with the accounting system for uploading the entries
  • Connectors with market data providers as well as numerous available interfaces to minimise data inputs

Benefits

Key Features

Key Features

  • Being constantly aware of the invested assets valuation, performance and risk
  • Making informed decisions and staying on top of each investment strategy
  • Automated processes to save time, increase productivity and eliminate errors
  • Monitoring of investment operations and mitigating risks with ease
  • Close management of external asset managers
  • Reliable accounting entries generation and core system updates

Why choose our Insurance Investment Management solution?

The Insurance Investment Management solution has been selected and used widely from International Insurance firms due to its flexibility, reliability and, most importantly, automation of processes related with investment management and accounting, thus saving firms time, money and resources.

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