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activebank Personal Investment Platform -
Wrap products |
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| The activebank Personal Investment Platform (PIP) is a comprehensive investment administration and client servicing system. It supports the manufacture and retail of private client tax wrap products such as pensions, CTFs, ISAs and PEPs. Users of activebank PIP can create their own wrap products, selecting applicable investment choices, rules, accounting structures and documents. |
| Within each product activebank PIP supports: |
- Equities
- Bonds
- Unit trusts
- OEICs
- Investment trusts
- SICAVs
- UCITs
- Mutual funds
- Cash
- Property
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| activebank PIP also supports the process of creating and liquidating units in a collective investment scheme.
The flexibility of activebank PIP enables it to accommodate new products as soon as they are brought to market. For example, the Child Trust Fund (CTF), aimed at providing simple, tax free saving for children in the UK since April 2005, is fully supported with platform’s CTF processing capabilities. |
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View activebank (PIP) modules: |
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