INDIS

The solution for institutional investors

Tailored for insurers, pension funds and any other institutional investor, the INDIS solution centralizes ESG, proxy voting, and operational data in one integrated platform.
With a modular, building block approach, INDIS covers the entire investment lifecycle—portfolio management, investment accounting, unit linked fund, and more.

Align your investments with long-term obligations while gaining transparency, control, and resilience in an evolving market and regulatory landscape.

Modules for asset owners institutional investors

EXPLORE THE INDIS MODULES

Tailor your own solution with ten complementary modules, each addressing a core area of asset ownership—aligning investments with long-term obligations while keeping workflows seamless, auditable and fully connected.

 

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    PMS module

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    Manage the full front-to-back workflow with a compliant, end-to-end portfolio management system.

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    Investment Accounting module

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    Streamline accounting operations with a centralized system that automates bookings, reconciliations, and financial reporting.

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    Unit Linked Fund module

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    Oversee fund-of-fund management, NAV calculation, and factsheet publication in one integrated platform.

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    Performance & Risk module

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    Powerful tools to calculate, analyze, and monitor portfolio performance and risk, delivering precision and actionable insights for asset managers.

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    ESG module

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    Integrate ESG data and analytics seamlessly into your investment strategy, enabling transparency, compliance, and sustainable decision-making.

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    ERM module

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    Unify Solvency II, ALM, and budget forecasting in a single, flexible ERM module, delivering transparent and auditable models.

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    Workflow module

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    Orchestrate workflows across all INDIS modules, ensuring efficiency, consistency and auditable processes throughout investment management.

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    Connector module

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    Seamlessly connect and centralize data from multiple sources to ensure consistency and reliability across your platform.

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    Publisher module

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    Automate and customize reports for clients and stakeholders with consistent, data-driven insights.

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    Client Portal module

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    Provide clients with secure, real-time access to portfolios, reports, and insights through a fully branded portal.

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