Additional Investment Management Solutions

Insurance Investment Management

As the regulatory environment for Insurance firms is becoming highly demanding and more controlled, the appropriate management of invested assets is becoming paramount. Firms need to be able to closely monitor and analyse the invested assets, while selecting the right solution is critical to achieve performance and a properly risk-balanced portfolio.

The Insurance Investment Management Solution provides the rich functionality and the flexibility needed to professionally manage financial assets, generate investments’ accounting entries and meet regulatory requirements.

It has become the preferred choice in its category with advanced functionality to automate processes and comply with each company’s and country’s policies. It is the next level in investment management software that delivers all the needed capabilities for Insurance Companies to manage their assets.

New Web Front-End for Investment Management Systems

This solution is a modular web front-end environment that acts as a unified digital interaction layer for existing investment management systems. Designed for internal users across front-, middle- and back-office operations, it can work with current infrastructures regardless of their technology stack, architecture or age. It integrates with platforms such as Axia, IMSplus or other headless and legacy applications in the same business domain, without requiring changes to the existing core back-end. 

It is ideal for organisations that need to modernise the user experience of their investment operations without investing immediately in a new investment portfolio management or core banking system. The solution offers a lightweight yet fully integrable approach that upgrades usability, streamlines workflows and reduces implementation complexity, time and cost. It supports internal teams working in wealth management, private banking, fund administration and asset management, including portfolio managers, traders, compliance officers and relationship managers, by bringing together information, functionality and workflow in a secure and flexible environment. 

The front-end supports the full execution and monitoring of investment orders, including real-time feedback, approval flows, routing and connectivity with back-end execution and settlement modules. It also delivers advanced portfolio views with analytics such as performance, volatility and risk-adjusted return, presented through dynamic charts and responsive visualisations. Built as a fully responsive single-page application, the solution follows atomic design principles for reusable components and future expansion, including AI tools, embedded analytics and dashboards. Communication with back-end systems is handled through an abstraction layer supporting REST or gRPC APIs, middleware services and enterprise service buses, ensuring the UI remains isolated from back-end changes. 

Download the brochure