Investment Funds

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Through this solution you will be able to have a better definition and management of the investment funds managed by your company, according to the segmentation of your clients or their investment level, to offer them the best financial products in the market.

It allows a comprehensive, user-friendly and integrated management of the investment funds managed by your company

This solution facilitates the management of entities authorized to operate investment funds, allowing a 360° vision of the managed clients, the integration with different channels, platforms and entities with which it offers the best services to investors.

Flexible pricing scheme.

Automation of massive processes.

Highly parameterizable.

Reduction of operating and technical costs.

Services that support mobility.

Allows you to reach your affiliates in a faster and more efficient way.

Design different product alternatives and investment funds to offer investors the best combination of instruments in which to invest their money.

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What our clients say about us

Lina Murcia
Lina Murcia
Yazaki Ciemel
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"Heinsohn is more than a software, it is an ally for us."
Excel de Jesus Puerta Polo
Excel de Jesus Puerta Polo
Clínica Porto Azul
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"Without a doubt they have provided quality work that has helped achieve the objectives of our area."
Ronald Duran Gaona
Ronald Duran Gaona
Solidarity Insurance
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“Heinsohn is a very reliable system that streamlined our payroll processes and provides us with timely support service.”
Ana Leidy Argus
Ana Leidy Argus
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"With Heinsohn the processes are automated to have clear, true and timely information to guide and grow the company."