Investment Management
Online, device Independent, work anywhere, solutions for the future

O
ur web based system makes administration easy and cost effective by keeping accurate records of client data, money flows, transactions, bulk deals and registry information (assets and liabilities).

An integrated banking module allow for easy payments, collections, forex and cash reconciliation. Servicing your client is easy with online account information, performance, automated email and sms, compliance, document storage, outstanding requirements and interaction management.

“The FINWorks team has taken our business to the next level.  Never are we met with a “cannot be done”; It’s always a “we can do/build it for you”.  The level of service received is incomparable.” – Annelore Wheeler (etfSA: Investment Administration Specialist)

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Benefits include (click on the lists below for more details):

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End to end management

The full lifecycle of investment products can be administered on the system. From capturing client information, compliance, document management and interaction management, up to back office asset purchases done directly at the instrument providers or through stock brokers and 3rd party custodians.

Manage your investment products using a variety of underlying instruments including Unit Trusts, Mutual Funds, Money Markets, ETFs, Personal Share Portfolios (PSPs), Shares, Unitised bonds, Unitised Portfolios and any Cash Instrument, including multi-currency cash instruments.

investment admin

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