"It is because our profession is becoming increasingly complex (due to regulations such as Solvency II or IFRS9, for example.) that we seek simple, fast-to-implement solutions which are agile while they develop". Director of investments at a French insurance company."
Against a difficult economic backdrop, institutional investors are facing numerous challenges in a rapidly changing sector: Low—even negative—rates, lower returns, renewed volatility, intensified liquidity risks, and the digital revolution, etc. For 30 years, front and back-office software solutions along with NeoXam’s experts have been helping the institutional sector to meet its challenges by:
- enabling them to quickly develop new investment strategies and acquire new clients in order to maintain increase their revenue
- automating processes designed to reduce their operational costs
- monitoring sensitive indicators and by alerting decision-makers in real-time so that they can address regulatory and investment-related requirements
Need for Flexibility
The search for higher returns via non-traditional asset classes (i.e. private equity, Euro PP, debt funds, infrastructures, and real estate, etc.), the introduction of new regulations, and the impact of the digital revolution on the sector are all challenges that have to be faced in Institutional Management.
From order placement, order accounting through to risk management, NeoXam solutions are designed to be flexible and to address new opportunities as well as financial, legal and technological changes.
For over 20 years, thanks to the successful integration of new products, new investment strategies, and new regulatory frameworks, NeoXam has become a strong partner that is close to its institutional clients.
Quality Data enabling you to Seize Opportunities
Integrating a new asset class is always associated with its own specific range of features, financial practices and regulatory requirements which systematically impact the entire operational, administrative and accounting chain.
NeoXam DataHub enables you to collect, centralize and standardize all your required data extracted from multiple sources and systems. By integrating DataHub into a permanently sensitive institutional environment, you are guaranteed to significantly enhance the veracity, theconsistency and robustness of your consumed data. But, of course, it is also essential to eliminate any risks of error and to reduce the cost of disseminating data across all your management and accounting tools.
Decision-Making Tools designed to enable you to Seize Opportunities
Investing in new asset classes offering higher-returns or which focus on current social issues (i.e. socially responsible investment) requires flexible and solid management tools that can quickly adapt to any new financial or regulatory context without disrupting or compromising the existing one.
NeoXam Tracker3 and NeoXam Density are portfolio management systems that integrate natively decision-making functions while taking account of the volatility of markets, yield & credit curves, and of your own management as well as local regulatory requirements. The stress test functions provided by customizable scenarios can help you better grasp the volatility of markets and their impact on your accounting incomes (profits & losses, amortization/depreciation, capitalization reserve, etc.).
Need for Digitalization
New technologies are not only the realm of FinTechs. If client experience and client satisfaction are still one of your priorities, if your company is still at the thinking stage whether to fully enter the digitalization age, NeoXam proposes a range of solutions and services that give you the power to conquer new markets and acquire new customers.
With a view of meeting the needs of institutional investors, in association with Toucan Toco, a company specialized in data visualization, we have rethought the reporting production process. With our 100% customizable, 100% mobile offer, you can position yourself as a key player 2.0 with the capacity to interact with all of your clients vis-à-vis their objectives.