Oracle Financial Services Announces Oracle FLEXCUBE Investor Servicing

• Oracle Financial Services Software today announced the launch of Oracle
  FLEXCUBE Investor Servicing 9.0.
• Oracle FLEXCUBE Investor Servicing 9.0 is a process enabled transfer
  agency and investor servicing solution that helps financial institutions
  manage the complete fund lifecycle and reduce operational costs through
  process automation across fund structures, intermediary hierarchies, and
  investors.
• The new release provides a single, robust technology platform that
  will
  allow transfer agents and fund managers to sustain market lead and adapt
  to
  business challenges by:
  • Expanding business with support for managing popular variants of
    hedge
    funds like Simple, Master/Feeder, Fund of Funds and Side pockets;
  • Defining variety of equalization fee methods and supporting accrual
    and
    payment of equalization fees based on funds performance;
  • Enhancing STP by enabling comprehensive coverage of ISO 20022
    SWIFTNet
    4.0 messages and 15022 messages.
• Oracle offers improved insight into operations for compliance
  through
  Oracle
  Mantas’ Know Your Customer and
  Anti Money Laundering Analytics software.
• Oracle FLEXCUBE Investor Servicing today manages transfer agency and
  fund distribution function for its customers in more than 25 countries
  across the world.

Simplify Operations While Fostering Growth

• Oracle FLEXCUBE Investor Servicing offers a wide range of benefits
  for
  transfer agents and fund managers looking to leverage their wide channel
  and distribution networks by supporting complex retrocession and
  distribution commission models for upfront and trailer commission rules
  for
  intermediaries, including:
  • Support across multiple geographies with multi-entity, multi
    product,
    multi-currency, multi-lingual and multi-time zone capabilities;
  • Enablement of true cross-border transfer agency capabilities across
    markets supporting varied business models.
• This new release also simplifies management of shared services
  across a
  service-oriented architecture (SOA) through accelerated service
  configuration, integration, and deployment.
• Oracle FLEXCUBE Investor Servicing has been integrated on Oracle
  Business Intelligence Enterprise Edition Plus for
  providing comprehensive reporting on transfer agency operations. With
  this
  integration, the solution enhances multi lingual & user-friendly
  reporting
  capabilities by supporting report labels in different languages.
• Additionally, the new release includes integrations with Oracle Enterprise
  Service
  Bus that will help financial institutions seamlessly integrate with
  external systems.

Supporting Quotes

• Barrington Partners, an influential analyst organization for
  Financial
  Services, states:
  • "The distribution of mutual funds is changing dramatically in many
    markets. Whereas in the past, the industry was largely influenced by
    manufacturers, today intermediaries, supermarkets and aggregators have
    secured increasingly strong positions in the distribution of funds to a
    variety of investors through multiple channels. Transfer agency
    technology
    is concurrently changing the operation of the business with key goals
    being
    efficient investor servicing, automation and integration." – Bob
    Hollinger,
    Partner at Barrington Partners.
  • "Transfer agency systems are now expected to support multi-product,
    multi-company, multi-domicile and multi-currency offerings and provide
    bespoke reporting." Organizations want to be able to integrate transfer
    agency solutions into their corporate infrastructure including image and
    workflow, auto faxing, private client and web portals. The ability to
    integrate with multiple straight-through-processing players is essential
    to
    maximize operational efficiencies. Moreover, the appetite for a single
    solution for both traditional products and hedge funds is increasing.
    Comprehensive transfer agency solutions will enable investment
    management
    firms to offer innovative products that will help them stay ahead of
    their
    competition." – Bill Hookings, London-based Barrington Partners.
• "Transfer Agents and Fund management companies today are constantly
  seeking innovative ways to sustain their market lead and respond rapidly
  to
  business challenges," said Joseph John, Executive Vice President, Oracle
  Financial Services Software. "Oracle FLEXCUBE Investor Servicing 9.0 is a
  comprehensive transfer agency and fund distribution system that can help
  transfer agents and fund management companies address their business
  challenges and manage complex workflow procedures effectively. With
  enhanced distribution, support for hedge funds and compliance to SWIFT
  Net
  messaging standards for the industry, this release should help transfer
  agents deliver success in their business."

Supporting Resources

• Oracle
  FLEXCUBE Investor Servicing Data
  Sheet
• Follow Oracle Financial
  Services on Twitter
• Join the Oracle Financial
  Services Community on Facebook
• Oracle
  in Financial Services

About Oracle Financial Services Software Limited

Oracle Financial Services Software Limited (referred to as "Oracle
Financial Services Software") (Reuters: ORCL.BO & ORCL.NS) is a
majority
owned subsidiary of Oracle. Oracle Corporation is the world’s largest
business software company.