A robust solution that integrates data, analytics, real-time risk management, and essential tools for efficiently managing large multi-asset portfolios and funds—all designed to seamlessly meet client needs.
InfoWARE PFM
Business thrives with InfoWARE’s Portfolio & Funds management Solution
InfoWARE Portfolio and Funds Management (PFM) integrates data, analytics, and risk management for seamless multi-asset portfolio management.
400
Asset Under Management
4
Business Operators
4
Locations
Achieve more with InfoWARE’s Portfolio & Funds management Solution
It streamlines operations with portfolio modeling, performance analysis, compliance management, automated workflows, and real-time reporting to meet client needs efficiently.
Frequently asked questions
What asset classes does the portfolio and fund solution suite cover ?
The suite covers market and money market, treasury bills, fixed deposits, bonds management, mutual funds, loans management, and their alternative classes.
Is re-configuration/customization possible?
Yes, we own our source code, making the application flexible and customizable to meet both market and business needs.
Does it cover fees?
Yes, it supports all kinds of fees (regular, specialized, and incentives) that can be assigned to various portfolios based on the discretion of the Fund Manager or as agreed by the investors.
Does the solution generate reports?
Yes, there are over 1000 reports that can be generated by the system.
Does the application allow same-day subscriptions/redemptions multiple times in a given day?
Yes, it does.
Cloud or On-premise deployment: What do you currently adopt?
Our solution currently supports both Cloud and on-premise deployment, depending on the business decision.
What’s the preferred mode of integration and what third-party applications have you integrated with?
Our integration with third-party applications is always through APIs. Some of the third parties we have integrated with include:
- Flutterwave
- PayStack
- Interswitch
- CSCS
- NUBAN
Are users able to configure reports directly from the application, or are external applications required to interface with the application’s Database.
Yes. Users can generate reports across the entire modules of the application. Also, the Application is flexible for connection to 3rd party reporting services as preferred by the business.
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