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INDIS

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Our solutions for insurers

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Infogrpahie INDIS
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INDIS is a full-stack insurance software platform that blends sophisticated risk analytics, portfolio management tools with comprehensive portfolio management capabilities, and compliance/accounting tools on a single platform.

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Our target, your business

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Indis PMS
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Portfolio Management System

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  • User friendly integrated Front to Back Office workflows support users in their day-to-day operations
  • Customized classification and large capabilities in valuation of Securities
  • Unique Datawarehouse guarantees Data Quality at all steps
  • Management of Derivatives, Corporate Actions, Strategy, Collateral,... 
  • Track holdings in real-time
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Accounting investment & fund NAV

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  • Mono or multi-currency accounting, in Average Cost or FIFO
  • Parallel Accounting in various standards IFRS, Local Gaap,...
  • Customized Booking Rules, Closing Operations Process,...
  • Management of Subscriptions, Withdrawals and Fees
  • Net Asset Value Computation 
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Indis Accounting
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Indis-Perf-Risk
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Performance & risk analytics

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  • Choice of price provider for performance calculation
  • Different methodologies of return calculation
  • Indicators and ratios of performance
  • Flexibility in period and frequency of the calculation
  • Accounting Value and Accounting P&L
  • Decomposition of returns by currency effect
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ALM & budget forecast

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  • Flexibility in definition of Risk Factors: Interest Rates, Spreads, Benchmarks, Inflation, Mortality, Longevity,...
  • Monte Carlo Simulations
  • Customized Product Evaluation: Bonds, MBS, Stocks, Derivatives, Liabilities Products,...
  • Management of various strategies: Asset Allocation, Profit Sharing,...
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Indis Forecast
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Indis-Solvency
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Solvency II

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  • Harmonised standards for valuation of assets, Criteria eligibility of own funds
  • Look-through approach and look-through "proxy"
  • Calculation of Solvency Capital Requirement (SCR) Market figure at the asset level
  • QRT reports for assets and liabilities
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Compliance

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  • Customisation of management, risk and legal limits
  • Definition of straight or conditional rules
  • Specific syntax is available to allow for more sophisticated constraints
  • Messaging system with different levels of alert
  • Post trade compliance on demand for specific limit classes
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Indis-Compliance
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ESG SDG Allocations
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ESG analytics

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  • Extensive information at the issuer level
  • Connect to every financial and extra-financial metrics on the market
  • Combining ESG metrics with performance and risk analytics
  • Full comparison with SRI and non-SRI Indices
  • Extensive reporting layout to highlight SRI investment method
  • Innovative ESG performance attribution methodology integrating ESG investment process
    • Best in class
    • Negative or positive screening
    • Negative or positive screening and best in class
Highlight Components
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Operational modules

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Our priority, automation and flexibility

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Service management

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Our commitment, a close collaboration with your team

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