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redflare.portfolio

redflare.portfolio

redflare.portfolio– Is a unique platform to allow users manage the investment portfolio of the entire organisation. It is easy to setup, simple to use and extremely comprehensive. Move away from complicated spreadsheets or word documents and allow Red Flare Investment Manager save your organisation time and money.

Red Flare Investment Manager gives the Management, Investment Committees, Investment Advisers and Board of Directors complete visibility of the entire investment portfolio. Users can quickly see all relevant information and historic valuations at the touch of a button. Drilldown into individual investments to see all characteristics as follows:

  • Investment Name
  • Investment Type
  • Currency Type
  • Commencement and Maturity Dates
  • % Accessibility and Access Date
  • Capital Guaranteed, ELG, TAIO
  • Interest Rate Fixed
  • Adherence to Regulatory Guidelines

Benefits

  • Saves time and frees up resources
  • No more manual reports
  • Simple import of valuations
  • Instant reports
  • Liquidity and access to funds tracked
  • Full audit trail
  • Enables decision making
  • Very easy to use and intuitive
  • Cloud enabled or In Premises install
  • Small monthly subscription fee
  • No large capital outlay
  • Short term contracts.

Functionality

Red Flare Investment Manager will not only allow you to manage the characteristics of individual investments, but it will also enable the user to manage the characteristics of the Credit Institution i.e. record ratings from multiple rating agencies and also record all contact details for individual investments.

Red Flare Investment Manager also acts as a secure document repository for statements, correspondence, valuations, emails agreements, original investment prospectus, in any format type.

Other Functionality

  • Summary dashboard on login
  • Regulatory reporting supported
  • Quick reference and search functions
  • Import external valuations
  • Email enabled to request valuations
  • Matured investments tracked
  • Summary reports
  • Detailed reports
  • Tiered access control
  • Reference library

Reporting

  • Red Flare Investment Manager has developed a suite of reports by incorporating best practice reporting standards and user feedback to meet all the needs of its users from the Investment Manager, to the Management Team and Board of Directors.
  • The reporting function is constantly growing and evolving to meet the needs of the maturing and expanding requirements of our clients.
  • Red Flare provides instant reports containing data which is are comprehensive and flexible, in PDF or excel.

Contact us to learn how Red Flare redflare.portfolio will help your organisation.