Location


Contact

Edward Paul Jeffery
020 7851 2116
edward.jeffery@sw.co.uk

Pension Management Software Code

Agents for this sale:

Edward Paul Jeffery
020 7851 2116
edward.jeffery@sw.co.uk


Expression of interest are sought for such right title and interest the company, European Pensions Management Limited (In Special Administration), has in the software package known as ISAS.
Subject to Contract



  • The system was developed as a proprietary software package and used by the company for managing its pensions business.
  • The system supported the business which comprised the portfolio management of £600M of assets for 6000 clients.
  • The software code is written in a Delphi language, as an enabled database.
  • The software is designed to generate and record transactions, providing statements for client and internal company use.
  • Developed so as to be enabled with the company's bank partners, brokers and nominees.
  • Produced reports on client portfolios, transaction reports, illustrations and invoices (no Sage compatibility).
  • Users cite the cash management function of the software, in real time, to be of significant benefit.
  • Designed to be client enabled on a 'read only' login controlled basis.
  • We are informed the package has potential to manage ISA's GIA's as well as SIPP's & SSAS's and with potential to be a platform as a Trustee Consolidation Facility and therefore offers potential for a very versatile package.
  • Enabled for co-branding.
  • Administrator/ user manuals are not currently available for the package, and it is envisaged the successful purchaser will compile supporting material.
  • Please download below documents for further information.







Link: A-5757529
RICS CCS TDS Arla Ombudsman bsi