A solution for insurance companies. ProPlacement is a software that handles various types of investments.

Securities investment 

Investment Securities are securities that have been purchased as an investment. This is in contrast to securities that are purchased by a broker-dealer or other financial intermediary for resale or short term speculation.

Short-Term Bonds

A short-term bond fund is a fund that invests in bonds with maturities of less than five years. Any entity can issue short-term debt, including governments, corporations rated investment grade, and companies rated below investment grade.

Monetary investment

purchase of goods that are not consumed today but are used in the future to create wealth. In finance, an investment is a monetary asset purchased with the idea that the asset will provide income in the future or will later be sold at a higher price for a profit.

Investments are generally allocated to stock market intermediaries or banks, and the customer whether holding or individual can not follow these operations given the complexity of calculation rules and financial transactions, ProPlacement is a reliable tool that allows these users to follow these financial transactions in an automatic and easy way

ProPlacement Features 

Manage investment transactions and histories.

control regulation ratios

computes exit value for each Fund

allows a clear and fully automatic accounting

Automatic portfolio valuation

provides a matching for cash accounts

setting up yearly management fees

monitors subscribers subscriptions

ProPlacement Process

Security account


    • Equity Securities: subscribed Common Shares and UCITS.
    • Receivable accounts: Bonds and Fixed-rate Bonds.
    • Short-Term Treasure Bonds.
    • Monetery Investments.

 Operations On Securities

    • Detached rights.
    • Conversion rights.
    • Assimilations.
    • Detached dividends.

Operations On Debt Securities

    • Coupons attached for Interest.
    • Coupons attached for Principal.

Liabilities management

Managing underwriters

    • Subscriber Record.
    • Subscribers Registers .
    • Equity Structure.

Operations Management

    • Subscription.
    • Redemption.
    • Pledge.
    • Release collateral.
    • Operations log.

ProPlacement Process

ProPlacement is a Client / Server solution centralizing all data and informations. Expandable and secured ProPlacement is written in Visual Basic (version 6.0 +). The source code need Cyrstal Report 8 and Microsoft SQL Server 2000 and up