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Oracle FLEXCUBE Investor Servicing

Streamline Transfer Agency And Investor Servicing

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.

  • Single view across the fund facilitates seamless processing.

  • Extensibility features provide agility for innovation and enterprise integration.

  • Comprehensive core services and components deliver significant benefits to businesses.

  • A rule based fund definition framework supports multiple fund structures.

 

Comprehensive Lifecycle Processing

Comprehensive Lifecycle Processing

  • Supports mutual funds, investment-linked products, and hedge funds
  • Supports a variety of business models, including transfer agents/fund distributors for both retail and institutional segments
  • Spans across funds, fees, intermediaries, commission processing, corporate actions, investor servicing, and transactions.
  • Caters to varieties of fund types, fee types, transaction types, investor accounts, and reporting

Improved Customer Service

Improved Customer Service

  • Addresses the needs of fund managers, distributors, broker/dealers, and transfer agencies.
  • Can be deployed for fund companies, fund administrators, and fund distribution houses
  • Offers support to cross border service providers enabling faster processing
  • Facilitates single view across funds with one customer information

Quick and Easy Product Launch

Quick and Easy Product Launch

  • Allows faster launch with comprehensive business rules engine for funds/products
  • Allows key parameters to create and administer complex funds
  • Offers comprehensive fee rule engine supporting different fee structures
  • Enables IT staff to build modifications to existing product workflows with development workbench
  • Allows financial institutions to build their independent custom logic

Future-Proof Fund Servicing

Future-Proof Fund Servicing

  • Delivers better efficiency with an open standards-based platform and business design
  • Enables support for regional/global deployments with multicurrency, multientity, and multilingual capabilities
  • Offers advanced integration capabilities and a wide range of web services
  • Preintegrates customer data handoffs with Oracle FLEXCUBE Universal Banking providing validation capabilities
  • Enables comprehensive customer-centric view for fund managers and transfer agents

Fast Processing

Fast Processing

  • Provides a user-friendly, browser-based interface
  • Guides users intuitively with relevant online help and validation checks
  • XML-based interface allows easy change of screens without affecting business logic
  • Supports external system interface via files/web services

  • Compliant to Regulatory Norms

    Compliant to Regulatory Norms

    • Compliant to ISO 20022
    • Ensures enhanced STP processing through support for a wide variety of SWIFT NET 4.0 messages
    • Enables compliance with various regional and global regulatory requirements, including FATCA,CRS, and more

    Sturdy Architectural Framework

    Sturdy Architectural Framework

    • Supports extensive parametrization
    • Offers support for extensibility in a variety of areas, including user interface, business logic, reporting, and more
    • Allows business process orchestration

    Expansive Corporate Actions Capability

    Expansive Corporate Actions Capability

    • Provides support for cash/stock dividend and fund split
    • Supports capital payout and fund merger
    • Supports reverse split or unit merger
    • Offers capabilities for fund liquidation

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