The ultimate solution for managing shareholders accounts in pension and asset funds
This cloud-based platform solution simplifies and automates the process of managing shareholders accounts in pension and asset funds. It offers secure, transparent, and compliant solutions for fund administrators, custodians, and auditors. It also you allows you to reduce operational costs, improve data quality, and enhance customer satisfaction.
Benefits
Improve efficiency and accuracy of operations in fund and asset management
This solution improves efficiency and accuracy of operations by automating and streamlining workflows and processes in fund and asset management and pension funds.
Reduce costs and complexity of IT infrastructure
The design and architecture of this solution helps you reduce the costs and complexity of IT infrastructure by leveraging SAP's robust and reliable platform and technology. By this solution you can integrate to your already existing SAP network for example on SAP HCM, SAP HR, SAP FI, SAP TRM and other modules.
Increase transparency and visibility of fund performance and activities
By this solution you can increase transparency and visibility of fund performance and activities by providing real-time data and analytics and by enabling self-service portal access for stakeholders.
Features
Transfer and issue of securities
This feature handles the transfer of securities between shareholders, the issue of new shares, the redemption of existing shares, and all standard types of switch or transfer transactions. It helps to facilitate the movement of securities and ensure the accuracy of ownership records.
Managing communication with stakeholders
It enables efficient and transparent communication with various parties involved in the investment process such as shareholders, authorized persons and real owners.
Managing contracts
This feature maintains accurate reports of all parties and their contracts, and supports the onboarding and termination processes. It helps to ensure compliance with contractual obligations and regulatory requirements.
Plans and pricing
Standard Package
Standard package edition contains all functions which were described in the details for more than 1,000 investment accounts.
Price upon requestStandard package edition contains all functions which were described in the details for more than 1,000 investment accounts.
Small Package
Small package edition contains all functions which were described in the details for small number of investment accounts (0 – 1,000).
Price unavailable in this regionSmall package edition contains all functions which were described in the details for small number of investment accounts (0 – 1,000).
Technical Information
| Solution type | Extensions and Add-ons |
| Category | Treasury and Working Capital Management |
| Industry | Cross-Industry, Banking, Insurance |
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The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
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Service Levels >99.5% This product achieves operational performance levels of 99.5% or greater. |
Resources
Solution Overview
Demo
Publisher
Zatopek Consulting, a.s.
Zatopek Consulting delivers consulting, implementation, and custom development services for SAP-based environments. Leveraging extensive expertise in Treasury and Risk Management, the company develops tailored solutions and innovative products that help customers streamline operations and support digital transformation.
