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Investment Outsourcing

Investment Outsourcing by iWORKS gives you the control to transfer financial services to an external provider. With SunGard, you can choose the delivery channel that best meets the needs of your business.

Features

• Enters or transfers data for  all investment transactions
• Updates NAIC valuations and ratings
• Delivers quarterly and annual regulatory reports
• Prepares risk-based capital and IMR/AVR reporting
• Generates general ledger entries
  

Benefits

• Takes over complex, labor intensive tasks
• Provides expertise in investment and statutory reporting
• Helps you meet faster deadlines and various reporting requirements