Oracle FLEXCUBE Investor Servicing
Oracle FLEXCUBE Investor Servicing is a flexible, highly configurable, and widely deployed transfer agency platform that helps automate transfer agency operations, fund distribution, and pension recordkeeping. The solution equips fund managers to launch sophisticated fund structures and reduce transaction costs, helping them gain market share.
Lifecycle processing for fund management companies.
Explore Oracle FLEXCUBE Investor Servicing features
Oracle’s solution provides lifecycle processing for hedge funds, mutual funds, and unit-linked insurance products across lines of business, enabling fund management companies to address business challenges effectively.
Fees and commissions
Manage complex fee structures and campaigns with ease.
Handle multiple fund structures
Configurable rule definition enables the quick onboarding of funds across varied domiciles.
Corporate actions
Seamlessly handle a variety of corporate actions.
Transactions
Quick transaction capture and support for straight-through processing across a wide range of channels.
Wide product support
Handle endowment, living annuity, and retirement annuity product ranges with ease.
Complete policy lifecycle handling
Effortlessly support top-ups, withdrawals, switches, and asset allocation changes.
Multiple structures
Support simple share classes, master feeders, side pockets, and more.
Performance fees
A configurable rule engine handles performance fee complexity.
Support differentiation
Configure hurdle rates, and handle absolute or relative gains with ease.
Onboarding
Set up defined contribution schemes, private pension products, and employer and employee accounts.
Order management
Handle regular contributions, ad hoc contributions, withdrawals, and switches.
Investor servicing
Provide investment account preferences including mandatory and voluntary contributions.
Portfolio handling
Handle investment preferences and portfolio rebalancing.
Machine learning
Use data to generate valuable, new customer insights.
Blockchain
Gain transaction efficiencies and robust security by connecting to a blockchain network.
Digital assistant
Transform back-office efficiency with smart digital assistants.
Digital enablement
More than 100 REST APIs are available to help digitize the customer journey.
Successfully deployed in diverse markets by leading players
Dominant players have chosen Oracle FLEXCUBE Investor Servicing as their platform of choice to service their business needs.
Manages AUM of more than
US$500 billion
on the platform
Servicing
1 of the top 3
players in Thailand, Malaysia, Singapore, and Hong Kong
Servicing
2 of the top 5
players in South Africa
Servicing a global player across
10 countries
from a single platform
Servicing more than
10 million
accounts in a single installation
Supports more than
10,000
funds from a single platform
Meets the diverse requirements of investment administration businesses
Oracle FLEXCUBE Investor Servicing has been designed to serve varied business models ranging from small in-country providers to large global players.
01In-country transfer agent
Retail investor servicing for domestic funds.
02Global transfer agent
Institutional servicing across multiple jurisdictions on a single platform.
03Fund distributor
Distribute onshore and offshore funds to local investors.
04Pension recordkeeper
Handle recordkeeping for pension administrators.
Resources for FLEXCUBE Investor Servicing
Simplify Transfer Agency with Oracle
A complete solution to manage as well as run registry offerings and cater to Retail, Institutional and Distributor clients.
Financial services documentation
Oracle offers a wide range of documentation and tutorials that will help you learn more about Oracle FLEXCUBE Investor Servicing. You'll find all these resources and more in the Oracle Help Center.
Related solutions
Get started with Oracle FLEXCUBE Investor Servicing
Watch our webcasts
Discover live and on-demand webcasts that explore financial services topics in depth.
Subscribe
Keep up with the latest trends across the financial services landscape.
Contact sales
Talk to a team member about Oracle FLEXCUBE Investor Servicing.