Use of Internet Explorer 6/7/8

You are using an old version of the Internet Explorer that is no longer supported. Please use a newer browser version. If you are missing the rights to do so, you can also enhance your Internet Explorer by installing the add-on called Google Chrome Frame. The extension allows you to display web pages that are no longer support by Internet Explorer. You can download the add-on here.

Financial Asset Management

Processing, administration, accounting and reporting of financial assets and liabilities

Most insurance companies today face the challenges of globalization and market volatility. This leads to ongoing changes in reporting and a growing demand from internal and external parties for more detailed information and transparency in terms of their assets. This puts higher pressure on cost and process efficiency. Against this backdrop of continuous change and increasing demands for quality and cost reduction, it would be best to simplify and align processes globally and locally. Restructuring workflows helps to increase efficiency and reduce cost. Information needs to be available and transparent to allow for analysis and the ability to effectively mitigate risk.

ConVista supports its customers when facing such challenges using our knowledge of your business and our process expertise. We have acquired and developed our expertise from a wealth of experience in working with financial asset management requirement throughout diverse global markets, thus enabling us to develop best practice processes and solutions.

We are also specialists in using SAP FAM as a technical solution platform to meet our customers’ requirements for the efficient, global management of financial assets. BI and BW are core solutions for an integrated and efficient reporting system. We have also developed our own solutions, accelerators and enhancements to cover special solution needs.

  • Administration of financial asset management processes with SAP FAM standard software including client individual enhancements
  • Unit linked business - with our own solution for daily NAV (net asset value) Calculation with options to link to the actuarial / liability side
  • Reporting of financial products with our own solution DELFOS
  • BW/BI reporting expertise in the FAM team and in the technical experts in ConVista Group
  • Process know - how and best practice solutions using reference models


Alistair MacDonald

+44 115 853 2887