eXii UCI is the ultimate financial services product management tool, simplifying, streamlining processes throughout the range of unitised collective investments. For the first time, the same tools can be deployed to manage unit trusts as are used to manage unitised pensions. eXii rids you of the need to overlay a common CRM system on top of distinctly separate systems for different products. It truly integrates the technologies and data required, rather than merely allowing them to meet at an interface.
eXii even allows merged businesses to consolidate their disparate systems into one flexible, comprehensive tool. Unit trusts, OEICs, pension funds, investment trusts, bonds – all can be grouped into eXii, even if they originate from different sources and systems, and be trusted to execute the most complex automated tasks with complete efficiency and success.
Spread or single pricing, forward or historic pricing, any pricing interval required – all can be accommodated within eXii. It manages unit transfers, unit conversions, and simplifies currency conversions. It enables the preparation of tax statements across all product types. It is highly scalable and secure. In short, eXii UCI delivers all the functionality you could possibly demand. In one.
When companies merge, benefits can quickly be accrued by rationalising human resources. This is not often mirrored by efficiencies gained in IT. Indeed, in most cases, the IT becomes more complex as applications, databases and architectures are ‘crashed’ together.
eXii UCI turns this thinking on its head. eXii UCI copes with merging data sources and administrative processes and can then take the next step, bringing together systems that previously were kept separate – without compromising their security or effectiveness.
And the benefits are not restricted to merging companies. By deploying eXii, any financial services company can achieve the objectives of minimising admin costs, shifting to a more customer focused orientation and becoming a leaner, fitter business in today's cut-throat marketplace.
eXii brings the technology, while UCI brings the functionality to make this happen. Easy to use and developed with the commercial needs of the business and its customers uppermost in mind, eXii puts you back in control of your business.