Who is our software for?
Life assurance, wealth, asset management firms and outsourcers all trust Invest|ProTM to boost investment administration efficiencies, reduce operational costs and mitigate risk.
Led by an expert team of actuaries, compliance, and IT specialists, we have partnered with over 65 blue-chip financial services and BPO clients worldwide to digitise their investment administration operations.
Today our clients manage over 150,000 funds using Invest|ProTM software. See what we can do for your business today.
Life and Pensions
Manufacture funds and automate multiple complex fund administration processes, manage oversight and regulatory reporting.
Outsourced Fund Administration
Deliver robust, scalable fund and investment administration services with real-time oversight of operational activity.
Wealth Management
Grow distribution by empowering advisors and clients to manage assets, transact and view valuation statements.
Asset Management
Reduce operational costs, increase efficiencies and mitigate risk with continuous oversight of fund manufacturing.
InvestPro Key Features
InvestPro software allows leading life assurance, wealth, asset management firms and outsourcers to automate manual investment administration processes in order to reduce operational costs and reputational risk, manage regulatory compliance processes, and generate timely financial reporting
Trade Order Management
Manage the entire trade order life-cycle efficiently, automating order management processing on a real-time straight-through basis for unitised funds.
General Ledger
Ensure accurate investment accounting for life assurance and wealth management products with InvestPro's native and fully integrated general ledger.
Fund Performance
Automate fund performance, modelling and reporting straight from the investment database.
Cash Allocation and Rebalancing
Automate the capture of policyholders' cash movements into top-level collective funds and cascade money flows through all lower fund levels.
Unit Pricing / NAV calculation
InvestPro produces lightning-fast NAVs and unit prices for investment portfolios and Fund of Funds (FoF).
Tax Accruals for Life Companies
Eliminate lag or loss of accuracy with automated and up-to-date taxation accruals for unit-linked funds.
Trade Order Management
Manage the entire trade order life-cycle efficiently, automating order management processing on a real-time straight-through basis for unitised funds.
General Ledger
Ensure accurate investment accounting for life assurance and wealth management products with InvestPro's native and fully integrated general ledger.
Fund Performance
Automate fund performance, modelling and reporting straight from the investment database.
Cash Allocation and Rebalancing
Automate the capture of policyholders' cash movements into top-level collective funds and cascade money flows through all lower fund levels.
Unit Pricing / NAV calculation
InvestPro produces lightning-fast NAVs and unit prices for investment portfolios and Fund of Funds (FoF).
Tax Accruals for Life Companies
Eliminate lag or loss of accuracy with automated and up-to-date taxation accruals for unit-linked funds.
What can FRS do for you
Rich Functionality
Reduce costs and scale by deploying a proven and comprehensive integrated invested administration system to manage front to back-office processes.
Trusted Partners
With 20+ years in business, our expert team is led by actuaries, compliance, and IT specialists.
World Class Support
Round the clock, with queries often resolved immediately by an unmatched level of frontline support.
Advanced Technology
From automated testing to continuous deployment and cloud hosting, trust InvestProTM to future proof your operations.
100+ InvestPro installations
Trusted by blue-chip financial services and BPO clients worldwide
MetLife
Head of Investments and Fund Pricing
Our FRS experience has been fantastic and as a unit linked partner they are a leader in the industry, having seen the operational efficiency gains InvestPro™ delivered for MetLife
Read case study
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