Business runs better with InfoWARE Portfolio and Funds management Solution

Powerful software that syndicates data, analytics, real-time risk management, and all capabilities required to effectively manage large multi-asset portfolios and funds, and helps you meet clients’ need seamlessly. InfoWARE PFM seamlessly supports front, middle and back office with Portfolio Modelling & Performance Analysis, Custom management fee rules, Portfolio Management Compliance & Counter-party Risk Management, Automated workflows and standardized reports, Real-time data warehouse and custom reporting, and consolidated client and manager reporting.

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AUM
Over 400BN Worth of Assets Under Management currently managed

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Business Operators
Happy and Satisfied Enterprise Clients

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Locations
Currently operating across Africa
Top Investment institutions use InfoWARE PFM to manage investments across various asset and investment classes
Portfolio Management
Mutual Fund
Loans
Financials
Research
FAQs
Need help? Frequently asked questions.

The suite covers market and money market, treasury bills, fixed deposits, bonds management, mutual funds, loans management, and their alternative classes.

Yes, we own our source code, making the application flexible and customizable to meet both market and business needs.

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.

Yes, there are over 1000 reports that can be generated by the system.

Yes, it does.

The suite covers market and money market, treasury bills, fixed deposits, bonds management, mutual funds, loans management, and their alternative classes.

Compliance and Security

Yes, it does.

Deployment and Integration

Our solution currently supports both Cloud and on-premises deployment, depending on the business decision.

Our integration with third-party applications is always through APIs. Some of the third parties we have integrated with include:

  1. Flutterwave
  2. PayStack
  3. Interswitch
  4. CSCS
Reporting

Yes. Users can generate reports across the entire modules of the application. Also, the Application is flexible for connection to 3rdparty reporting services as preferred by the business.

Happy Clients

Some Of Our Happy Clients

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