Investment account management

Product investment structure. INSIS supports multiple funds in multiple currencies to be associated with a single policy.
Multiple unit types. INSIS allows configuring of various unit types such as initial units, accumulation units, special investment units, loyalty units, etc. There is no restriction on the number of the unit types.
Pricing. Each product can have different bid/offer spreads per investment fund, thus providing different unit prices per product.
Fund account operation rules. Each product can have different sets of rules for processing premium payments, surrenders, partial surrenders, switches, change of the fund structure, etc. The operation rules can vary across funds. They can also depend on the type of unit.

Fadata Support Insurance Software