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Solutions for Investment Professionals& Accounting Teams
"We selected SunGard’s Investran solution primarily for its ability to handle our complex client fund base – over 100 fund manager clients of all types, and in excess of 200 private equity funds alone. We also needed a solution that was scalable enough to support our growth plans,” commented Ian Lambert, chief executive officer at Mourant International Finance Administration. As the private equity industry grows and demand to support specialized funds continues, administrators require an infrastructure that facilitates, rather than constrains, growth. Investran’s breadth of fund coverage and flexibility help administrators to achieve its business targets, supporting the core capabilities for the administration of private equity and other alternative asset funds. As a fully-integrated solution, Investran helps administrators organize, automate and simplify the investment lifecycle, while bringing together front-, middle- and back-office users, through a common frame of reference. REDUCE OPERATIONAL BURDEN THROUGH SIMPLIFIED, STREAMLINED WORKFLOWS Investran can help simplify even the most complex accounting and reporting functions. Utilizing a multi-currency general ledger, Investran integrates fund and investor accounting, providing a format that is fully customized for all types of fund structure. Investran provides administrators a single platform to manage the administration of hedge, private equity, real estate and infrastructure funds. In addition to simplifying back-office operations and fund administration, Investran helps firms streamline workflows between front-, middle- and back-office users through native integration between front and back offices. Investran creates a self-service portal for front- and middle-office users providing real-time access investor, investment and fund information, in a CRM-friendly format without burdening back-office teams. Native integration between the two components also eliminates the need for redundant data entry, transfer or reconciliation between disparate systems, further reducing the operational burden. ELEVATE SERVICE, CRM AND INVESTOR RELATIONS
Investran provides all the functionality of a best-of breed CRM system purpose-built for the alternative investments industry that facilitates investor communications, deal and pipeline management, and activity tracking and reporting. Investran’s flexible, intuitive interface gives users complete control over how data is viewed, captured and reported, enhancing the overall user experience and elevating the level of relationship management. Additionally, investment in a comprehensive solution that addresses the specific issues of the private equity, hedge fund or institutional assets your clients are managing will help signal to your clients that you are a leader in servicing their business. INCREASE VISIBILITY ACROSS MULTIPLE FUNDS FOR ENHANCED PERFORMANCE AND REDUCED RISK
Timely, automated production of accurate and reliable information is critical to providing high quality private equity fund administration services. As a dedicated private equity solution, the Investran suite provides administrators with access to all of the information need to mange relations and monitor performance of multiple funds across assets, complex fund structures and geographic regions. Visibility gained through Investran’s vast reporting and portfolio monitoring capabilities can also help firms manage and mitigate risk. Investran helps users to identify and measure risks and economic factors driving risk. |