360° Dashboard
Real-Time
Customization
Dynamic Integrated Investment Strategy
Seamlessly connect investments with liabilities to create realistic investment strategies for insurance balance sheets.
Cross-functional Collaboration
Our platform combines essential tools and modules into a single cohesive framework, facilitating streamlined workflows and cross-department collaboration. All teams are working in a one centralized platform.
Management
Management
Management
Management
Development
Transactions
Enhance Asset Liability Modeling Capabilities
We cover all of the investment products and liability products
Supported Asset Classes
Supported Liability Products
Economic Scenario Generator Module
Asset Module
Liability Module
Capital Module
Enterprise Module
Private Equity
Private equity firms are increasingly entering the insurance industry through reinsurance and M&A activities, either by establishing new insurance entities to operate fully integrated businesses or by partnering with insurers to optimize asset management. These opportunities demand deep insurance expertise to navigate complexities and drive success.
Our all-in-one platform consolidates everything a company needs to efficiently manage and grow its insurance business, offering a seamless solution for operational excellence and strategic innovation.
Asset Manager
Insurance companies often outsource asset management, creating significant opportunities for external managers. With $30 trillion in AUM and a shift from liquid public assets to private illiquid ones, the insurance sector offers vast growth potential for asset managers.
Our platform enables investment professionals to design insurance-friendly assets, aligning with insurers' balance sheets and regulatory needs, driving innovation and competitive advantage.
Insurance Company
Insurance companies are facing practical challenges in asset and liability management. Their asset and liability are separately managed and often use multiple systems for different functional areas. As a result, investment team cannot develop realistic liability driven investment strategy and senior management often get unreliable results for decision making.
We build an integrated solution to solve the challenges that the insurance companies are facing
Understanding Your Unique Challenges
In the insurance industry, there is always a gap between investment management and liability management.
Insurance companies need to maintain capital efficient and compliant with regulatory constrains.
Investment companies need to maximize their earnings but not fully understand the liability requirements.
We help to bridge the gap.
SaaS System
A comprehensive solution designed to integrate all modeling needs into a single, efficient framework, enabling streamlined operations, flexibility, and deeper insights.
AI Service
Tailored AI solutions for insurance industry. Help to Solve the realistic challenges that the insurance industry is facing and compliant the companies' policies.
Managed Service
Ongoing support and maintenance for asset and liability management, reporting, and compliance.
Consulting Service
Expert advisory tailored to address complex financial, operational, and regulatory challenges. Our consulting services are designed to support your organization’s unique needs and enhance decision-making.
Investment Solutions
Design dynamic and tactical asset allocation strategies. Structure assets to optimize insurance company balance sheets. Conduct in-depth investment analysis and due diligence.
Transaction Strategy & Support
Structure and support transactions to meet investor goals. Develop financial models and assess transaction risks. Provide post-acquisition support, including actuarial and ALM services.
ALM & Financial Reporting
Optimize asset-liability strategies and key financial metrics. Develop reinvestment and hedging strategies. Build governance frameworks and financial dashboards for insights.
Liability & Product Management
Evaluate liabilities and develop pricing for new products.
Balance Sheet Optimization
Establish frameworks for capital management. Streamline capital reporting and enhance capital strategies. Build dashboards to support balance sheet management.
Enterprise Risk Management
Develop metrics and stress testing for risk oversight. Support comprehensive risk management plans. Automate reporting for business and regulatory needs.
