Solutions

Our modular Investment Management System encompasses our IBOR engine as well as all the modules listed below. Each module may be integrated as a standalone solution or you can create a custom integrated solution containing all or specific modules.

Investment Book Of Record (IBOR)

Process and report real-time trade, tax-lot data and portfolio position anytime, anywhere with InvestSoft's secure cloud- or local-based IBOR transaction and position manager.

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BondPro Library of Fixed Income and Derivatives Analytics
Integrate the world of fixed-income and derivatives analytics through an extensive library of calculations.

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BondPro Library for Investment Accounting
Provide extensive coverage for basic & complex fixed income and derivatives accounting calculations

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Variation Margin Manager
Manage your variation margins independently or within our IBOR solution and ensure automatic daily cash flows using our multi-currency variation margin manager module.

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Corporate Actions Manager

Manage your corporate actions independently and ensure accurate cash and security positions using our automated corporate actions module with built-in pre-approval and processing workflows.

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Fixed Income Portfolio Modeling

Create "what-if" scenarios and perform other powerful modeling techniques for your fixed income and credit derivative portfolios.

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Enterprise Database Design
Capture, organize and analyze your investment data holistically using our pre-designed investment data warehouse.

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RegPro Regulatory Reporting Platform
Report on and ensure compliance with many calculation requirements using a thoroughly tested portfolio transaction database design coupled with a user-friendly and highly customizable interface.

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