Investments
Supporting interest bearing accounts, share and unitised funds and traditional with profits
The Copernicus SS/G Investment component supports many types of investment model including interest bearing accounts, direct shares, unitised funds and traditional with profits.
Investment types can also be mixed within an individual client contract facilitating a ‘wrap’ approach.
Individual share accounts and managed funds can be settled on different dealing cycles, even within a single client contract, thereby facilitating true multi-manager operations at all levels.
Self-serve facilities allow clients to carry out their own fund switches, investment redirections and to request partial or complete withdrawals all under the control of contract rules.
For pensions business in particular, investment options include automatic lifestyle profiling.
With profit calculations cover both reversionary and terminal bonuses.
Interest, where applicable can be calculated and applied to any account and be on a variable or fixed basis.
All fund accounting can be split out at company level.
