Getting to know more about Investment Management Software of 3i Infotech

Management of numerous projects, generating tasks, creating plans for business development, managing people etc. are some of the vital processes carried out within an organization routinely. Ensuring smooth functioning of multiple projects, running simultaneously, requires effectiveness in process management, which is the only way to beat the competitive market such as the insurance sector and make your business venture promising and profitable.

3i Infotech’s Investment Management Software can certainly facilitate a process improvement while reducing the overall turnaround time to drive the projects of a company forward. While the benefits of implementation of such investment management solutions are limitless, it is among the most valuable tools that help insurance companies, whether large or small become competitive while ensuring consistency and improving auditability.
The key features of the Investment Management Software are as follows:
1. Project Planning: Track multiple projects simultaneously with an integrated approach across various business verticals within a project.
2. Time Management & Scheduling: Reduces the overall turnaround time while the ability to collaborate enables the team effectively work on a large project.
3. Designed Focusing Insurance Business: The investment management solution from 3i Infotech focuses on various insurance processes like financial underwriting medical underwriting, batch underwriting, financial accounting and facilitates easy proposals to policy conversions making it adaptable for insurance business.
4. Integrated Risk-Analysis Tools: Assists in risk-management, a highly sensitive factor in the insurance sector, while determining the level of risk to effectively determine the insurance premiums and profiling the risky segments within the insurance business.
5. Resource Allocation: Easy delegation of tasks within multiple departments and across all the team members that ensures complete accountability of the processes in place.
6. Easy User-Interface: A user-friendly interface of the investment management software ensures no time is wasted on training and implementation for the effective functioning of day-to-day activities.
7. Improved Productivity at Reduced Business Costs: Systematic track of budget, spending, time and resources helps in a streamlined approach to gauge the market performance with a significant reduction in management costs.
8. Flexible, Improved Scalability and Fraud Prevention: Fully customizable software warrants a flexible investment management solution with increased levels of performance and efficiency for the insurance companies to sustain in a competitive environment. Also, the transaction auditing capability ensures fraud prevention and remains compliant with the companies’ procedures.
These and other multitude of benefits available on 3i Infotech’s Investment Management Software encapsulates your entire business processes while making itself the best solution that leads to better investment decisions.

Tips for Selecting the Right Pension Fund Management Software

With increased competition, pension funds are always in a greater pursuit to generate higher returns for their investors. This, in turn, results in a fund allocation across various investment alternatives within the portfolio such as exposure to equity, real-estate, hedge-funds or infrastructure. With increased allocation comes the need for better accountability and performing due diligence tasks of such investments to track the returns so generated are in line with the expectations. And hence, similar to the financial services companies, the pension industry also depends on technology for survival in a competitive market.

Pension fund management software:

Furthermore, during an economic slow-down, pension funds face even stressful situations resulting from reduced investment returns, thin margins, regulatory compliance burden, coupled with changing investment landscape and downward pressure on fees. Effectively addressing such challenges and steering the competition away requires round-the-clock access to information and deployment of a state-of-the-art pension fund management software solution, which creates business opportunities, broaden existing relationships while securing a competitive edge in the market

3i Infotech’s Pension Fund Management Software is the right tool that offers an integrated approach to monitor a fund’s investments across all the asset-classes and provides flexibility in evaluating investment opportunities. It manages an entire lifecycle of the activities performed in a pension fund i.e. receipt of funds, fund allocation, maintenance of records, analysis of investments, disposal of assets and switching of investments that help to consolidate information and make all the data available as and when needed. Such highly responsive and dynamic technology also helps in advanced research to facilitate decision-making based on real-time information and provides an easy access to data with the user-friendly interface that displays a snapshot of a fund’s performance.

Organizations capitalizing on 3i Infotech’s Pension Fund Management Software solution can achieve the following benefits:

- Supports all types of annuity/pension plans

- Facilitates all the demands of investors with solutions of providing quotations, Policy Conversion, Redemptions, Change in Policy Members, Repayment and Maturity

- Single View for front-desk to define all the conditions of a particular product for easy understanding

- Supports Group Pension Policies

- Easy Integration with Existing Systems

- Multi-Tiered Architecture to facilitate effective policy servicing

- Increased operational and cost efficiencies with an overall reduction in the turnaround time.

- Facilitate better investment decision-making based on real-time information access

- Generation of relevant and easy-to-understand reports for the management team, the board, and relevant parties

- Better performance with proper due-diligence and adherence to company’s investment exposure mandates.

3i Infotech’s Pension Fund Management Software is ideal for every small/large pension fund management company that easily aggregates performance data to evaluate portfolios across every asset-class while accessing a multitude of dimensions to facilitate additional analysis. A cost-effective solution, the product becomes a necessity for every pension fund to accommodate in the competitive scenario while building systems compatible with the present operational efficiencies.