With the implementation of scenario-based planning, advisor migration towards independent channels, harmonization of cross-country operating model and DIY tools driving investments, investment management firms are in the midst of a massive transformation.

Investment management firms partner with ITC Infotech to leverage our proven expertise on maximizing value delivery from Investment Portfolio & Risk Management software, such as FusionInvest – for effective portfolio management.

Delivering Results

A leading development bank in the Middle East partnered with ITC Infotech for implementing a portfolio management solution along with extensive business user training programs.

ITC Infotech’s differentiated services and solutions are powered by our extensive experience across various investment management products such as Misys Sophis VALUE, Wealth Management Advisory and Portfolio Analytics, Reporting Solutions, Functional Testing for Asset Management, Fund Accounting and Management.

Investment Management Testing Services

  • 1500+ test cases help to reduce the testing life cycle
  • Rich experience in risk-based testing that includes right testing and time optimization

Digital Front Office

  • Enabled digital sales and CRM for wealth firms
  • Set up digital PoC to improve customer and adviser engagement through digital solutions

Data Management and Analytics

  • Experienced in data management and warehousing
  • Reference data management accelerator
  • Big data analytics

Business Benefits

  • Delivered Treasury Transformation initiatives, as a specialized Treasury Services partner for global clients
  • Enabling efficiencies through standardized Capital Markets COTS implementation and upgrade methodologies supported by our proprietary tools, accelerators and frameworks
  • Faster time-to-value through reusable test packs, tools and accelerators – powered by a repository of 4500+ test cases with automation scripts and automated utilities to create regression packs

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