Automated Box Management
for efficient capital management
Invest | ProTM is a portfolio accounting system developed specifically for unit linked life companies.
The platform delivers the entire range of critical investment management functions in one single integrated application – including implicit and explicit box management functionality.
Invest | ProTM manages explicit box positions in the following way:
'Box Fund' holds Units in
All Policyholder Funds
Box Units =
Policyholder Units -
The long term and short term
box funds on Invest | ProTM
have the same rigorous
controls as other funds
Financial Risk Solutions | 2-4 Clanwilliam Terrace, Grand Canal Quay, Dublin 2, Ireland