The solutions / Software detail

Software supplied through Fintall

Market and product breadth. One administration core.

Smart-Ops brings jurisdiction-specific fund products, retirement wrappers, tax-advantaged accounts, alternatives, and tokenised models into a shared administration design.

Priority markets

Local product rules. A shared technology foundation.

World map of 17 priority markets across North America, Europe, and Asia-Pacific.

The catalogue spans 17 priority markets and more than 35 product patterns.

European markets

Localisation across Europe.

United Kingdom

SIPP, ISA, JISA, LISA, GIA, UK Onshore Investment Bond, Offshore Investment Bond, and LTAF.

Ireland

PRSA and RAC retirement products, money market funds, pensions, and DLT-oriented fund administration patterns.

Luxembourg

Institutional funds, AIF administration, private equity, distribution, and liquidity management.

Poland

OKI, IKE, and IKZE savings and retirement wrappers.

France

PEA, PEA-PME, and Assurance Vie investment wrapper patterns.

Germany

Riester-Rente and Rurup-Rente pension product patterns.

Netherlands

Lijfrente and Pensioenrekening pension savings models.

Spain

PIAS, PPA, and EPSV retirement and savings products.

Italy

PIR individual savings plan models.

Sweden

ISK and KF investment savings and capital insurance wrappers.

North American markets

Registered savings and retirement models.

United States

Traditional IRA, Roth IRA, 401(k), 403(b), 529 Education Savings Plan, and HSA; NSCC-aligned processing patterns.

Canada

RRSP, TFSA, RESP, and RDSP registered savings and tax-advantaged products.

Asia-Pacific markets

Local and cross-border administration patterns.

Singapore

SRS, Unit Trusts, ILPs, CPFIS-eligible funds.

Regulatory context: MAS. Scheme context: CPFIS.

Hong Kong

Unit Trusts, Mutual Funds, MPF Schemes.

Regulatory context: SFC, MPFA. Scheme context: MPF.

Australia

MIS, Super Funds.

Regulatory context: ASIC, APRA, AUSTRAC. Scheme context: Superannuation System.

Japan

Investment Trusts.

Regulatory context: FSA.

Taiwan

SIT Funds.

Regulatory context: FSC.

Product breadth

Five families of administration capability.

Core funds

Investor registry, dealing and settlement, payments and distributions, and reporting for mutual and institutional funds.

Money market funds

CNAV, LVNAV, and VNAV fund patterns, with liquidity, daily valuation, and distribution workflows.

Alternatives

LTAF, AIF, and private equity patterns for capital calls, drawdowns, commitments, allocations, investor servicing, and governance.

Wrappers and pensions

Jurisdictional tax, eligibility, lifecycle, and reporting rules for pensions, savings wrappers, and tax-advantaged accounts.

Digital assets

SmartChain-supported blockchain and hybrid models cover tokenised subscriptions, redemptions and burns, transfer controls, and on-chain events.

Explore the software within your operating strategy.