We offer asset managers comprehensive administration, accounting and transfer agency services.
GTAS
in-house developed transfer agency system
Benefits:
LOAD (surcharge)
Defined classes: Dealer, Product, Transaction and Account Level
FundAgent
Front-end system for investment companies/institutional investors
Benefits:
Fund AML
Anti-money laundering and compliance
Benefits:
Flexiblocks
Flexible cloud platform that supports all of the insurer's business processes
Benefits:
Visit our partner's website for more information: https://makeitright.pl/products/
KID PRIIPs Service
KID PRIIPs service to produce full reports and/or calculate quantitative indicators.
Benefits:
Further details on the product can be found here (partner product)
Visit our partner's website for more information:
https://psfinteco.com/en/publications/kid-for-priips/
Our partner ProService Finteco has the right solutions for you.