The company:

A well-established multinational funds management organisation.

The challenge:

• Provision of multiple-client system functionality
• Give the organisation the flexibility to grow their business through third party acquisition and alliances

FS products supported

Products include:

• Unit trust
• Superannuation
• Allocated Pension

Platforms:

• Running on a Sun Solaris enterprise series

Number of users:

• 30+

Sales channels:

• Independent advisor network

The solution:

The deployment of the Fintechnix software to the organisation has given the operation the systems ability to have a back-office that can be on-sold to external parties. This newfound capability has provided the organisation with new income streams previously not possible. In addition, the Fintechnix system will provide client D with the functionality necessary to support sophisticated FS product offerings such as WRAP and Master Trusts in the future.