IT solutions for funds

IT systems developed by Pekao Financial Services have the modular structure. It helps our clients in the quick and easy implementation of new products and enables to communicate with external systems. Flexibility of our systems gives the wide range of different product strategies implementation.

Particularly, the system for investment funds FES/IFCS™ from the point of view of flexibility, efficiency and safety meets the highest standard. It is an open architecture system, enabling to quickly address market demands. Its modular design allows to implement and service funds and products, according to individual clients needs, in a very efficient way.

Flexibility of FES/IFCS™ on example of product and fund structure:



Flexibility of FES/IFCS™ system allows to create advanced products without putting limits on the current and prospective logic of funds or products in the offer of investment fund companies.


Units distribution system – Funds On-Line™

Funds On-Line (FOL) is an innovative system on Polish investment fund market, created by Pekao Financial Services Sp. z o.o. and Invovide-Matrix SA.

Funds On-Line is the centralized platform created for Distributors to allow them placing in a safe way orders via internet. The system has a modular structure, which enables quick and easy launch of new investment products in a cost effective way. Funds On-Line can be used not only by Distributors but also by Investment Fund Companies.

Funds On-Line offers wide range of communication channels for users. The system can work with every computer connected to internet (e.g. desktop computer, laptop), with local network on computers, which do not have direct internet connection and also offer Web Services mechanism – enabling communication with Distributors own systems and platforms.



Additional benefits of Funds On-Line usage:

• improvement in orders correctness due to on-line access to current data and on-line orders verification,
• quick implementation of investment product changes due to system flexibility,
• easy implementation in distributor branches (system installation not needed),
• flexibility in management of users authorization,
• on-line sales reporting,
• open architecture for different distribution channels as a result of modular design of the system.

Currently, Pekao FS is the owner of the source code and is able to develop internally the platform Funds On-Line.