The Index People
DESCRIPTION
Client and Administration Portal
When
January 2017
Who
Xeco Labs, The Index People
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.


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. 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
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