Investment Management module enables registering and subsequently updating investments made by an insurance company in various assets, such as Bonds, Stocks, Deposits, Loans and other assets. Graphical dashboards help to monitor the gains or losses made on each type of assets.

investment management

Functional Highlights

  • Registering acquisitions, revaluations and disposals of assets
  • Each acquisition of assets registered and maintained separately for mapping with disposed assets
  • Viewing and editing series of selected assets
  • Viewing yields
  • Separate asset yield statistics and summary view
  • Fully integrated with Accounting and Finance and Analytics Dashboard modules.

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