New generation system with comprehensive end to end features. Administration made easy and cost effective by keeping accurate records of client data, cash flows, transactions, bulk deals, products and accounts.
Cross sector implementations of our system running various different solutions on the same platform. From direct investment, insurance, retail unit trusts and employee benefit administration to portfolio management.
One of our clients saw an
opportunity to expand their
retail fund business…
Doing member level administration
can be cumbersome and
expensive, not to mention…
Managing personal share
portfolios on Retirement Funds
is not easy if you want…
We were approached by a
client that managed multiple
model or wrap portfolios…
Managing small legacy book
unit link business on
spreadsheets can become …
Administering shares in
unitised VCC structures
"To BCI, FINWorks is a provider of value for money technology services combined with superior client support services and response times."
"All-encompassing unit holder record keeping system that incorporates CRM, banking, cash management, unit recons, reporting, everything! Easy to use and understand system and super helpful and friendly team behind the system."
"Being able to present a singular, straight to the point, and easily understood report/overview of the client’s investments (irrespective of what platform/LISP the portfolio is administered on) has enhanced our value-add to our clients. The fact that these reports can also be customised with our company logo and colours is a plus."
"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."
"Having worked with FINWorks since 2007, I am impressed with their experience and excellent service. They’ve never let me down and are there for me when I need them, even at odd hours."
"We are happy with the way the FINWorks teams is always helpful and tries and accommodate all our different requirements."