Case Studies

Implementations of our system. From basic account consolidation
to managing the investors assets online. The FINWorks system
gives our clients the online presence they need.

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RETAIL UNIT TRUST
ADMINISTRATION

One of our clients saw an
opportunity to expand their
retail fund business…

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PENSION FUND
ADMINISTRATION

Doing benefit administration
can be cumbersome and
expensive, not to mention…

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CONSOLIDATED
REPORTING

Combining a clients investments
by getting values from various
providers is not…

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GROUP INVESTMENT
SOLUTIONS

Reconciling monthly
employee investment
schedules can be…

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PERSONAL SHARE
PORTFOLIO

Managing personal share
portfolios on Retirement Funds
is not easy if you want…

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ONLINE INVESTMENT
INFORMATION

Displaying content
on your public website
that changes…

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MODEL PORTFOLIO
MANAGEMENT

We were approached by a
client that managed multiple
model or wrap portfolios…

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MULTI COUNTRY
FUND ADMINISTRATION

Keeping track of
your business in one
country can be…

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ONLINE
AUTOMATION

There are so many different
ways to do the same thing in
the investment space…

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MULTI
CURRENCY
INVESTMENT

Receiving deposits in various
currencies and dealing in
instruments at different…

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FUND
SUPERMARKET
(LISP)

Asset and liabilities
need to match if
you manage…

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LOW COST
RECURRING
INVESTMENT

A client of ours
saw an opportunity
to enter a…

Investment
Management

New generations system with comprehensive end to end features.

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ONLINE
CONSOLIDATION

All your accounts in
one place…

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ADVISER BOOK
MANAGEMENT

Advisers can login and see
their client database…

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ADMINISTRATION
AND DEALING

Front to back office
management made easy…

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FINANCE AND
REPORTING

State of the art cash…

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IT SERVICES

Professional solutions that will
suit your budget…

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