Investment Administration
Online, Device Independent, Work Anywhere, Solutions of the Future

Investment Administration System

Our online platform can administer investment products such as Voluntary Savings Plans, Retirement Annuities, Pension Preservation, Retirement Preservation and Grouped Investments. These products can invest in a variety of underlying instruments like Collective Investment Schemes, Money Markets, ETFs and Personal Share Portfolios (PSPs).

The systems makes administration easy and cost effective by keeping accurate records of client data and unit registry information. Integrated banking module allow for easy payments, collections and cash reconciliation.

Ideally suited for fund managers, pension fund administrators and investment service providers.  The platform is customised and branded for each of our customers.

Some of the benefits are (click on the item below for more details):

Below is a simple diagram of where our PLATFORM fits into the investment administration industry.

investment admin