Products and components Solutions that grow with your business
Benefits of using FINWorks:
on-line
fast
any where (any time)
device independent
custom solutions
specific problems
ability to CHANGE
grow with business
time to market
shared risk
complete solution
no IT skills needed
experience – we know how
technology for the future
IT WORKS!
S
ome of the solutions that we have developed are listed below. These can easily be adapted and changed to suite the customer’s individual need.
Investment Administration: Client and investment administration platform for Retail Unit Trust Companies, LISPS (Linked Investment Service Providers) and Platform administrators. Keeps track of investments, unit registry, cash and documents.
Group Investment: Management of investments instructions done on behalf of individuals (employees) by an employer (the group). The investments are submitted to the Investment Administration System or external LOB.
Adviser Administration: Client database and investment administration system for IFA’s.
Insurance Quotation: Quotation system for specific risk products.
Tourism Administration: Tourism administration and booking system.
Social Development: Social development administration and project management system.
New business take-on tool: Web based system that allows to register different types of users and capture client details.
Financial Tools: Interest Calculator – Calculates interest over different periods using different interest rate intervals. Currency converter – Converting currencies based on exchange rates imported in the system.
