Case Studies

Cross sector implementations of our system running various different investment solutions on the same platform. From basic investment account consolidation, CRM, reporting and document management, to managing the asset and liability investments with cash flows. 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 member level 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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INVESTOR
MANAGEMENT

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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