Proservice Finteco Sp. z o.o. (Poland)

Proservice Finteco Sp. z o.o. provides specialized financial-sector outsourcing and technology solutions for institutional clients, including investment and pension funds, insurers and banks, with operations structured around five principal service lines: transfer agency, fund accounting and valuation, corporate accounting, IT solutions, and managed services. In transfer agency, the company delivers operational support for investment funds in line with regulatory requirements, covering high-volume participant and transaction processing at scale. In fund accounting and valuation, it maintains fund books and performs ongoing portfolio valuation and statutory reporting for a broad spectrum of fund structures, and supports delivery of investor information metrics. In corporate accounting, it offers end-to-end bookkeeping, fixed-asset and VAT records, tax settlements and filings (including JPK), preparation of annual financial statements, and reporting to public institutions. The IT solutions segment includes parametrized internet platforms for fund servicing for distributors (B2B) and participants (B2C) and proprietary applications supporting asset valuation, asset management, AML processes and data warehousing. Managed Services integrates regulatory and technology monitoring with process adaptation, IT solution development, infrastructure management and digitally enabled client servicing for financial institutions. The company discloses large-scale operating metrics including serviced assets, high annual transaction volumes, multi-million register administration, and broad fund/subfund coverage. The company highlights international reach as part of its positioning and operates as a group, referencing affiliated entities/brands such as Make It Right and MARK-TO-X within its corporate structure. Strategically, Proservice Finteco positions itself as a technology-enabled, regulation-aligned partner for institutional asset management and broader financial services, combining operational scale, software development capability and managed delivery models.