INSURANCE SOLUTIONS

INSURANCE SOLUTIONS

FIRISKLAB for insurance solution, is the web-based solution for portfolio management that is integrated, secured and modular. It covers through a unique application the entire aspects of the front-office profession. It allows the administrator or the private management consultant to work transversely on the client profile base (managed consultancy, non-managed, dynamic, balanced, etc.) or model portfolios, to do simulations of orders, to calculate and analyze the performance through different angles and on the level of each step, to define proactive alerts and to execute automatic multi-custodian orders. Insurance Solution allows you to manage the customer relation (CRM) and the K.Y.C., to build intuitively the ad-hoc, regular, in-house or client-destined analysis and reports, and analyze and report the eventual suspicious operations thanks to Compliance alerts (TRACFIN, SICCFIN), etc. A middle and back-office insurance management module that is simple, affordable and complete permits to meet the expectations of insurance and Management Companies (multi-custodian). It interfaces with insurance or custodians back-office systems and manages the flow of incoming valorization.