Investment Managers

Industry Expertise

Investment management is the professional management of various securities (shares, bonds and other securities) and assets (e.g., real estate) in order to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds, corporations etc.) or private investors (both directly via investment contracts and more commonly via collective investment schemes e.g. mutual funds or exchange-traded funds).

Our portfolio of financial and business management software solutions and services enables us to integrate and manage every aspect of the back office function including planning, budgeting and forecasting, accounting, procurement, cost management and analysis ensuring our clients can respond quickly to new and changing requirements.

Sapphire provides solutions, including Infor10 Financials Business (SunSystems), that allow you to:

Allocate costs across multiple group companies and manage the inter-company postings

Provide understanding and visibility of costs and fee arrangements with clients

Produce weekly, monthly, quarterly and annual forecasts, with KPI and reporting measures against budget

Record transactions in any currency and report in any currency

Deliver industry-compliant management reporting including the FSA returns

Compliance with Solvency II (Risk versus strength of Balance Sheet)

Integration with many of the market leading front-of-office solutions

Our solution covers all aspects of financial management, including general ledger, consolidation, corporate allocations, multi-currency, dual base-currency, fixed assets, budget & forecast management, debtor management and collections and extended procurement and expense management functions.

Some of our financial sector case studies:

- Download the AXA case study

- Download the St Paul at Lloyds case study

- Watch the Salix Finance case study

For more information, please contact us.