Fund Supermarket
(LISP)

HOME > CASE STUDIES > FUND SUPERMARKET (LISP)

Features

  • Online liability and asset register
  • Internal money transfers
  • Bulking in nominee / trust accounts
  • Asset and liability reconciliation
  • Distributions and withholdings tax
  • Tax and investment reporting

Asset and liabilities need to match if you manage investments in a structure like a nominee or trust. We were approached by a client that needed a system to manage these complex investment structures.

By using our Software they could manage investments online, see when and where to move money and generate bulk trades to instrument providers.

fund supermarket