Factor
2002® Client Factfind Management Software
Factor 2002 is a client management and fact find recording system designed for the Irish market.
Using Factor you can manage a client data base, collect quotation information and store a diary of all correspondence. You can log letters quotations and telephone calls and retrieve these as required. You can output extracts from you data to EXCEL and use the information to analyse and manage you client base.
Click
here to download the 30 day trial version of Factor 2002.
Download
the Latest Factor Templates File Sets
(Registered
FIMC clients only)
Click
here to download the Factor 2002 User Guide.
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DEBS++
Pensions Administration System
This is a sophisticated pensions administration back office system which caters for existing defined benefit schemes and defined contribution AVCs. The system is Euro compatible and operates in a Windows environment. It can be used on a stand alone basis or on a multi-user platform.
The software has been operating in a vigorous commercial environment and is well proven as a reliable pensions database management package.
Click here to download the 30
day trial version of DEBS++
Click here to download the
DEBS++ User Guide.
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Private Client Asset Manager
This software package is capable of administering valuations for self administered pension portfolios. The system can track pension funding requirements in accordance with Revenue rules and is fully interfaced with standard industry annuity tables. |
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Product Workbench
This software has been specifically designed to assist actuaries and marketers of financial products in the creation of financial products. The workbench allows the product developer to manipulate profitability and product benefits to arrive at well designed and competitively priced financial products. This software has the capability to reduce product design development time from concept to product launch significantly.
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