iWorks Investments

Today’s insurance asset managers face a historically challenging investment environment coupled with increasing demands from regulatory and compliance monitors. This comes on top of uncovering attractive investment themes and managing risk appropriately. For all your challenges, SunGard's iWorks Investments solution can help.

With iWorks Investments, you can:

  • Oversee your investment portfolios with a complete solution that combines performance reporting, investment analysis, accounting and portfolio reporting
  • Save time and improve accuracy by integrating with internal and external systems, including securities trading, market data vendors, bank custodians and general ledger systems
  • Tackle complex investment portfolio management requirements, including multi-currency portfolio management, performance measurement and attribution 
  • Satisfy accounting and reporting requirements, including customized internal reporting for executives and managers as well as regulatory filings
  • Immediately access data, manage portfolios and develop reports in a flexible, user-friendly interface

Features
  • Imports and exports data with automated interfaces
  • Provides full functionality for complex investment instruments, including derivatives, mortgages and foreign currencies
  • Includes an easy-to-use report writer to deliver customized reports for executives, managers and operations
  • Delivers regulatory reports, including Schedules D, DA, E, and DB reports required by the NAIC
Benefits
  • Minimizes data entry error with automated transaction information
  • Keeps you up to date with regulatory guidelines and quickly develop regulatory filings
  • Provides insight into investment performance to make better business decisions
  • Improves risk management with a greater understanding of portfolio allocations
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