Investor portal, administration portal & back office administration
Reporting portal
Admin Portal
Investor Portal
The Client
A pioneer in index investing, Index People is a major asset manager, investing more than €1 billion worldwide for their clients. In a heavily regulated market, Index People needed great technology to satisfy their customers, the regulator and internal operation.
Project Partners
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The Challenge
Xeco Labs was privileged to work with Index People to build a reporting portal for the customers and an internal admin portal to run the business operations within the organisation.
Solutions
After a thorough discovery phase by Xeco Labs team, the portal was built and is now considered as one of the most modern and compliant products by customers and competitors.
Among many functionalities here are the highlights:
Realtime-integration with Salesforce CRM of Index People
MifiDII compliance: Full transparency over cost structure and alerts on portfolio depreciation
TWRR and MWRR reporting and comparison with composite benchmarks
Direct integration with depository bank
Support for intermediary and family offices
Client Feedback
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