*
*
*
*
*

InvestmentPro

  • Home
  • Solutions By Product
  • Cloud Solutions
  • InvestmentPro

InvestmentPro

Wealth management software, Wealth management solution, Wealth Management System, Wealth Management reporting software, Wealth management on Mobile, Investment Management Solution, Investment Management Software, Investment accounting software, Investment Compliance Solution, Custody Solution, Custody Software, Annex 4 reporting Solution, Annex 4 reporting Software, AIFMD Compliance Software, AIFMD Compliance solution, Asset management software, Asset Management Solution, UCITS Compliance Solution, UCITS Investment And Borrowing Restrictions, UCITS Borrowing Restrictions, Pension funds software, Fund management software, Fund management Solution, Fund Accounting, Fund Accounting Solution, Fund accounting software, Private Banking Software, Portfolio Management Software, Portfolio Management System, Portfolio Management, Financial Planning Software, Islamic Wealth Solution, Revenue And Incentive Management System, Cloud Based Investment Platform, Order Management, Order Management Software, Order Management solution, Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning Software Asset management software Asset Management Solution Portfolio Management System

icon

With increasing volatility across global financial markets, investors are demanding greater transparency, control and compliance while investment managers have to be swift in taking informed decisions. The need of the hour for Investment Managers is to have a technology solution that helps them strike the right balance between operational excellence and cost effectiveness.

InvestmentPro offers investment managers a flexible product that seamlessly integrates with their core business processes on a secured technology platform delivering comprehensive fund and portfolio management functionality that addresses their business needs.

Available as a cloud offering the solution is targeted to help portfolio and fund managers meet their investment management, Portfolio accounting  and compliance needs with optimum resources and robust infrastructure.

With exhaustive functionalities of order management, settlement, compliance and analytics, InvestmentPro offers a comprehensive coverage across the investment life cycle on a highly reliable technology platform.

  • Intuitive user interface accessible across multiple channels
  • Seamless experience across front middle and back office functions
  • Cloud Enabled Solution
  • Scalable architecture
  • Robust Security framework
  • Faster Time to Market
  • Pay-as-you-grow Licensing

Liquidity Monitoring solution, UCITS Monitoring solution, UCITS NURS Monitoring, UCITS V Monitoring,


investmentpro is Simple, secure and Comprehensive

  • Trade Order Management
  • Intuitive Order Capture
  • Portfolio rebalancing
  • Pre-trade compliance
  • Automated trade execution & settlement
  • Corporate Actions
  • Expense Management
  • Configurable Fees and Expense
  • Accrual & Accounting
  • Invoice Generation
  • Accounting
  • Multi-Asset & Multi-currency
  • NAV Computation
  • Cash Management
  • Financial Statements
  • Portfolio Monitoring
  • Portfolio Risk and Return
  • Portfolio Contribution Analysis
  • Portfolio Attribution Analysis
  • Portfolio Vs. Benchmark
  • Custom Benchmark
  • Comprehensive Reporting
  • Investor Servicing
  • Customer Management
  • KYC, FATCA and AML
  • Client Reporting and Analytics
  • Client Portfolio Dashboards
  • Portfolio Investment Strategies

Wealth management software, Wealth management solution, Wealth Management System, Wealth Management reporting software, Wealth management on Mobile, Investment Management Solution, Investment Management Software, Investment accounting software, Investment Compliance Solution, Custody Solution, Custody Software, Annex 4 reporting Solution, Annex 4 reporting Software, AIFMD Compliance Software, AIFMD Compliance solution, Asset management software, Asset Management Solution, UCITS Compliance Solution, UCITS Investment And Borrowing Restrictions, UCITS Borrowing Restrictions, Pension funds software, Fund management software, Fund management Solution, Fund Accounting, Fund Accounting Solution, Fund accounting software, Private Banking Software, Portfolio Management Software, Portfolio Management System, Portfolio Management, Financial Planning Software, Islamic Wealth Solution, Revenue And Incentive Management System, Cloud Based Investment Platform, Order Management, Order Management Software, Order Management solution, Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning SoftwareAsset management software Asset Management Solution Portfolio Management System