Implementation of a shared platform for investment accounting with FAM

Shared platform for several countries

AXA decided to provide a cross-border shared platform for the management and accounting of capital investments. An existing local solution was enhanced to enable the integration of several other international subsidiaries onto the shared platform.

During the implementation, processes from various areas were standardized (master data management, supply of market data, the processing of new business, reporting, ...). SAP standards were established for Transaction Manager, Market Risk Analyzer, and Portfolio Analyzer, and solutions were created which provided enhanced functionality for reporting, fund consolidation, impairment, and automatic processing of new business.

ConVista was able to ensure the success of the project, thanks to the extensive experience of our consultants, and their in-depth knowledge of the SAP solution "SAP Financial Asset Management".