Fund Management Solutions

Fund Management Solutions

Overview of the Program

iSoftStone developed the first generation of fund management solution in 2001. After more than ten years of improvement, the product has been successfully made online in more than 100 large financial institutions and group enterprises, covering insurance, banking, financial leasing companies, central enterprises, etc. The fund management team has accumulated rich experience in the implementation of the projects, helping the customers to develop their fund management business plans, to formulate the operation processes and rules and regulations for fund management, and to draw the IT system blueprint according to their development stages of fund management. Moreover, the team also deploys the different functional modules of fund management and provides customized services for fund management according to the IT planning of fund management.

Program Feature

High access efficiency and good concurrency;

Supporting the multi-level branch management model, supporting the model of group company collecting funds level by level, and supporting the clearing operations among branches;

The software interface is user-friendly and easy to operate;

Supporting multi-currency business accounting;

Supporting bilingual function;

Scalability, advanced nature and openness;

Developed on the basis of B/S architecture, and not restricted by client-side License;

Supporting Unix operating system, and using Oracle database to ensure the advancedness and reliability of the platform;

Functional Overview

iSoftStone's fund management solution can mainly be divided into three layers: The analysis layer, the operation layer and the basic layer.



Main functions include:

Functions of bank-enterprise interface and third party payment interface

At present, the iSoftStone fund management system has been directly connected with 45 domestic banks and 9 overseas banks, and has established a stable and safe system docking with third-party payment systems such as UnionPay and Alipay. The core system and financial system can be easily connected to ensure the rapid deployment of the system.


iSoftStone has abundant experience in integrating with Oracle, SAP, yonyou, Kingdee and other financial system vendors, which can ensure the rapid deployment of the system.

Provide convenient and continuous on-site deployment service

iSoftStone has established centers for business development, service delivery, and human resource in Beijing, Dalian, Shenzhen, Hong Kong, Shanghai, Wuhan, Tianjin, Guangzhou, Wuxi, and Nanjing, and has the ability to provide fast delivery services for customers worldwide.

Contact Us










Zip code:100193

Telephone:+86 105874 9000

Fax:+86 105874 9001

Address:East Bldg. 16, Courtyard #10, Xibeiwang East Road, Haidian Dist., Beijing 100193, China