User Case: ISEC Group

Is running operations your responsibility?
Read to find out how PCT is used to streamline processes and keep track of them in real-time

ISEC Services AB is the biggest independent fund administrator in the Nordic region. ISEC is currently administering more than 160 funds and 3 000 portfolio accounts with a combined AuA (Asset under Administration) of more than 250 bSEK. The company’s managed to combine a rapid 20–30% annual growth with high quality deliveries by introducing PCT as a tool vital to business.


As of now more than 400 main processes and 1 200 sub processes is mapped in PCT. Ranging from daily recurring tasks such as reconciliations and NAV calculations to monthly and yearly regulatory reporting.

– The PCT tool allows us to rapidly onboard new employees thanks to the fact that the processes are visualized and described step by step. If you follow the process and descriptions from start to finish you minimize the number of questions and errors.

Because of the full audit trail within the tool, the sign-off in PCT is used as key controls in many of the control objects in the ISAE3402 audit process.

– The fact that we can replace physical sign-offs with electronical sign-off means that we save a lot of time during the audits and in our daily tasks.

ISEC also has cross-border teams with members both in Sweden and in Lithuania. PCT has enabled easified distribution of tasks within the cross country teams and keeps check of the mutual responsibilities.

– Since the team has a mutual workflow in place they use the PCT tool to co-operate and assist one another if some tasks are lacking behind. It is easy for the team to make sure it gets the attention needed, before we miss a deadline.

Bo Liljengren