First is the comprehensive overall solution for the digital management of investments – completely modular and customisable
First is just right for...
institutional investors
who want to handle portfolio management, accounting, reporting, controlling, planning and Solvency II centrally with one software solution.
who want massive simplification of their processes instead of burgeoning risk controlling.
who only want to use and pay for the functions they really need.
who are looking not only for investment software, but a team also offers tailored implementation and personal support and advice to the users in the long term.
The most important functions of First
Three-tier system architecture consisting of an easy-to-use user interface, application server and a relational database.
Asset management and accounting, reporting to the supervisory authorities BaFin/EIOPA and Bundesbank/ECB.
Mathematical calculation methods for almost all assets. Depiction of key data on the basis of companies, sub-companies, portfolios, securities accounts and individual securities.
Manage – Report – Analyse: First’s modular system.
Together we assemble the perfect solution for you from the First modules.
Manage
First Back Office:
offers flexible and uncomplicated investment management, valuation and accounting.
First Front Office:
supports you in the portfolio management of your investments: clear order and master data management with limit checking – faster than ever before.
First unit-linked life insurance:
enables you to sustainably optimize and automate investment management of unit-linked products – with maximum process reliability.
Report
First Solvency II:
Automatically calculate market and default risks for your investments, generate Pillar 1 and Pillar 3 reports, or perform necessary stress tests – without any stress of your own.
First Statutory Reporting:
Handle all of your reporting needs as an insurance company or a pension fund – simply at the push of a button.
Analyse
First Controlling:
Keep an eye and a handle on your planning and your scenarios (incl. Solvency II scenarios) – clearly and transparently visualised.
First Performance Analyzer:
Perform detailed contribution and attribution analyses, identify performance drivers and analyse assessments of investment decisions – in a time-saving and clear manner.
First Risk & Compliance:
Create stochastic risk and freely configurable limit utilisation levels and analyse them with corresponding limit reports – for a sustainable future.
"First users are on the safe side."
Comprehensive advice and long-term support
We combine IT solutions with comprehensive financial know-how. This means that we not only deliver and implement software for you, but also provide you with long-term, comprehensive advice on equal terms about how to use it profitably. Digital uncomplicators know their stuff.
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How our customers work with First
Juliane Feißt
Head of Asset Management, Risk Control, Planning, Controlling – Signal Iduna"We have been using First with several modules since 1998. The Xfil interface provides for perfect data exchange with SAP. First is truly an all-purpose solution for capital investors."
Dr Stefan Zerres
Managing Director of Apothekerversorgung Schleswig-Holstein"We only recently began using First to manage our investments: The application competently supports our reporting to the Bundesbank as a professional pension scheme and will lead to a simplification of the reporting process in the future."
