New generation platform making investment and insurance administration an easy climb
Different financial products on one single consolidated platform
"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."