Insurance: Portfolio Management

Insurance Portfolio Management

An integrated portfolio management solution that breaks down the barriers between front, middle and back office functions

The insurance industry faces a number of challenges driven by changing demographics, low interest rates, increasing competition, and new regulatory initiatives i.e. Solvency ll and Sarbanes-Oxley in Europe and Model Audit Rule (MAR) in the U.S. In an era where identifying and managing risk is more complex then ever, insurers are challenged to make optimal investment decisions. Quantifi's Portfolio Management Solution (PMS) is designed to help firms identify and evaluate risk with greater accuracy, granularity and timeliness. 

 

An integrated platform that supports
front-to-back office functions

Provides new levels of usability,
flexibility & integration

Trusted by some of the leading insurance companies


 

 

Key Features

Applying the latest technology innovations, Quantifi improves valuations, increases transparency and simplifies operations

 

Cross-asset Support

Comprehensive cross-asset coverage across all major asset classes: fixed income, money markets, equities, FX, rates, credit, commodities
 

Calculate Accurate P&L

Calculated in real-time, including options to value using different currencies, sensitivity-based and revaluation explanations and audit
 

Model Assets & Liabilities

A comprehensive suite of models, including Structured Product Framework (SPF), to model complex liabilities
 

Generate Interactive Reports

Next generation reporting that includes interactive drill down and aggregation across even the largest data sets
 

Minimise Risk

Risk engine built on modern technology that generates results that match the market for even the most complex products
 
 

Improve Operational Efficiency

A rules based workflow that can be configured for optimal efficiency and effectiveness in terms of flow, path and outcome

Satisfy Compliance & Limits

A full suite of compliance, limit checks, what-if analysis and regulatory features designed to mitigate a firm’s exposure
 

Seamless Integration

Open architecture seamlessly integrates with existing internal and other 3rd party systems using unique plug-in APIs
 

Featured Video

 

Next Generation Portfolio Management System

Delivering cross-asset trading, front-to-back operations, position management, accurate analytics, risk management, margining and regulatory reporting, Quantifi's integrated solution provides consistency between front, middle and back office functions.
 

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