Case Study: ERGO Hellas achieves streamlined investment monitoring, automated reporting, and enhanced risk analysis with Profile Software's IMSplus

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ERGO Hellas - Customer Case Study

ERGO Hellas selected IMSplus, Profile Software's leading investment management platform, to address the need for a flexible, customisable and functionality-rich environment for its asset management operations. The insurer needed better monitoring of invested financial assets, stricter compliance with Group policies, comprehensive gain/loss and risk analysis across product types, and a reduction in manual reporting and accounting tasks.

Profile Software implemented IMSplus with flexible portfolio definitions, multi-level analysis, customisable reporting and specialised asset-management tools supporting cash, term deposits, equities, bonds and mutual funds. As a result, ERGO Hellas can perform comprehensive gain/loss and risk exposure analyses, generate instant cash flow projections and automate reporting and data exports—substantially reducing manual accounting workload while improving monitoring and compliance.


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