Oracle FLEXCUBE Investor Servicing is a flexible, highly configurable, and widely deployed transfer agency platform that helps automate transfer agency operations, fund distribution, and pension recordkeeping. The solution equips fund managers to launch sophisticated fund structures and reduce transaction costs, helping them gain market share.
Lifecycle processing for fund management companies.
Oracle’s solution provides lifecycle processing for hedge funds, mutual funds, and unit-linked insurance products across lines of business, enabling fund management companies to address business challenges effectively.
Manage complex fee structures and campaigns with ease.
Configurable rule definition enables the quick onboarding of funds across varied domiciles.
Seamlessly handle a variety of corporate actions.
Quick transaction capture and support for straight-through processing across a wide range of channels.
Handle endowment, living annuity, and retirement annuity product ranges with ease.
Effortlessly support top-ups, withdrawals, switches, and asset allocation changes.
Support simple share classes, master feeders, side pockets, and more.
A configurable rule engine handles performance fee complexity.
Configure hurdle rates, and handle absolute or relative gains with ease.
Set up defined contribution schemes, private pension products, and employer and employee accounts.
Handle regular contributions, ad hoc contributions, withdrawals, and switches.
Provide investment account preferences including mandatory and voluntary contributions.
Handle investment preferences and portfolio rebalancing.
Use data to generate valuable, new customer insights.
Gain transaction efficiencies and robust security by connecting to a blockchain network.
Transform back-office efficiency with smart digital assistants.
More than 100 REST APIs are available to help digitize the customer journey.
Dominant players have chosen Oracle FLEXCUBE Investor Servicing as their platform of choice to service their business needs.
Manages AUM of more than
US$500 billion
on the platform
Servicing
1 of the top 3
players in Thailand, Malaysia, Singapore, and Hong Kong
Servicing
2 of the top 5
players in South Africa
Servicing a global player across
10 countries
from a single platform
Servicing more than
10 million
accounts in a single installation
Supports more than
10,000
funds from a single platform
Oracle FLEXCUBE Investor Servicing has been designed to serve varied business models ranging from small in-country providers to large global players.
Retail investor servicing for domestic funds.
Institutional servicing across multiple jurisdictions on a single platform.
Distribute onshore and offshore funds to local investors.
Handle recordkeeping for pension administrators.
Richard Clarkson, Head of Solutions, Transfer Agency, Oracle
Oracle FLEXCUBE Investor Servicing supports digital change, helps reduce costs, and delivers significant value with its unique support of true global transfer agency and choice of on-premises or cloud deployments.
Read the complete postA complete solution to manage as well as run registry offerings and cater to Retail, Institutional and Distributor clients.
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