Products and components Solutions that grow with your business
Benefits of using FINWorks:
any where (any time)
ability to CHANGE
grow with business
time to market
no IT skills needed
experience – we know how
technology for the future
ome of the solutions that we have developed are listed below. These can easily be adapted and changed to suite the customer’s individual need.
Investment Administration: Client and investment administration platform for Retail Unit Trust Companies, LISPS (Linked Investment Service Providers) and Platform administrators. Keeps track of investments, unit registry, cash and documents.
Group Investment: Management of investments instructions done on behalf of individuals (employees) by an employer (the group). The investments are submitted to the Investment Administration System or external LOB.
Adviser Administration: Client database and investment administration system for IFA’s.
Insurance Quotation: Quotation system for specific risk products.
Tourism Administration: Tourism administration and booking system.
New business take-on tool: Web based system that allows to register different types of users and capture client details.
Financial Tools: Interest Calculator – Calculates interest over different periods using different interest rate intervals. Currency converter – Converting currencies based on exchange rates imported in the system.