i3 for structured asset processes, integrations, and workflow automation in financial services
i3 is our flexible asset management software for asset managers, fund managers, and other financial services organizations that want to digitize asset-related processes, connect external partners, and reduce manual work. The solution can be tailored to specific business requirements and supports transparent, auditable, and revision-safe workflows.
Connecting asset managers to providers in 2 weeks.
Asset managers (kvg'en) and custodian banks on a single platform.
Drill-down to the sub-fund level.
Process support that is auditable and revision-proof.
Typical Use Cases
Typical use cases for i3 include mapping operational asset-related processes, connecting brokers, banks, and other data partners, and automating recurring workflows. They also include preparing and enriching inbound data, creating transparency for internal teams and investors, and maintaining and validating master data, transaction data, and bank data.
What Makes i3 Valuable
i3 is valuable because it offers a flexible platform instead of rigid standard software and is well suited for integrations as well as operational workflow control. It supports structured and traceable processes, provides a strong basis for further expansion, and allows fast customization through modular building blocks. The platform can run on premises or in the cloud and combines audit trail, multi-tenant capability, flexible extensibility, and revision-safe traceability even in established process landscapes.
Typical Starting Point
The typical starting point is to identify the workflows and interfaces that need to be covered and define process logic, data flows, and responsibilities. From there, initial building blocks such as data import, master data maintenance, or transaction processing are implemented so that visible operational value can often be delivered early in the project.
Example
At Active Core, i3 was put into production within a short time as a platform for broker and custodian interfaces, file conversion, data enrichment, and investor drill-down.
Read the case study: Active Core
Benefits
For clients, that means fewer manual handoffs, lower error potential, and faster, more reliable processes. It also creates greater transparency across investments and data flows while delivering a better fit than oversized enterprise platforms.
