Your partner in the world of financial services

ProService Finteco is a market leader in providing technology services and solutions to mutual and pension funds, insurance companies and banks. Serving over 200 institutional clients and providing them with:

Transfer Agent

We provide comprehensive operational support services for investment funds – always in compliance with current legal regulations to guarantee the highest level of implementation and full satisfaction of our clients.

137 bln
Handled assets
37 mln
Annual transactions
12 mln
Administered funds and sub-funds
8 mln
More than outsourcing

Accounting and Fund Valuation

ProService Finleco’s dedicated team of experts provides professional management of fund financial books. The service includes, but is not limited to, the ongoing valuation of the funds’ portfolios and the preparation of the funds’ financial statements within the timeframes specified in detailed regulations. We also calculate relevant metrics for the preparation of the Key Investor Information document.

ProService Finteco provides accounting and asset valuation services for a variety of fund types: FIO, FIZ, OFE, DFE. The widest range of funds on the Polish market available to ProService Finteco clients guarantees service of the full spectrum of financial instruments and fund specifics, including funds with separated subfunds, multi-unit funds, securitization funds, non-public assets funds, real estate funds, etc.
97 bln
Valued assets
Investment portfolios
Insurance Equity Funds
Handles limits
Valued financial instruments a day
More than outsourcing

Corporate Accounting

We offer company accounting services, including:
  • Recording documents in books, keeping records of fixed and intangible assets,
  • Keeping records of purchases and sales for VAT tax purposes,
  • Calculating current income tax liabilities and preparing VAT returns,
  • Sending JPK reports
  • Preparing separate annual financial statements in accordance with the requirements of the Accounting Act,
  • Preparing annual tax returns, preparing and submitting declarations to other institutions such as the CSO, the Polish Financial Supervision Authority, and others,
  • Periodic reporting of results to the Client, including the current status of settlements.
Serviced entities within corporate accounting
More than outsourcing

IT Solutions

With many years of experience in the investment sector, we are aware that the proper functioning and provision of services at the highest level is possible not only thanks to the extensive competence of our employees, but also thanks to the use of modern IT solutions that support and accelerate all processes related to financial management.

We provide state-of-the-art, fully parameterized web-based fund solutions for distributors (B2B) and participants (B2C). We are a developer of solutions supporting TFI operations in the field of asset valuation, asset management, AML handling or data warehousing.
180 +
Institutions using implemented apps
300 +
150 +
Implemented projects annually
Test operations a day
More than outsourcing

Managed Services

Managed Services is a one-stop shop for financial institutions’ mutual fund needs, from keeping abreast of regulatory and technology trends, through aligning IT processes and solutions, to managing the necessary systems infrastructure and providing modern customer service with full support of digital services.

in assets
under management
1 300
3 238
administered funds and sub-funds
ProService Finteco Group

ProService Finteco Board

Emilia Guz

Graduate of the University of Ecology and Management in Warsaw. She started her career in ProService Finteco in 1997 in the Operational Team. Since 2005, she has been involved in the area of customer relations management. In the years 2005-2006, she was a Manager of Telephone Client Service.

Agnieszka Jackowska

Member of the Board
She joined ProService Finteco in 2007, serving as Head of the Clearing Department, and then as Deputy Director and Director of the Operations Department. She currently serves as a Member of the Board and, as Director of the Operations Division, is responsible for the Company’s operational processes.

Michał Muzalewski

A graduate of the Warsaw School of Economics. His professional career started in BRE Bank Corporate Banking in 2010-2012. From 2012 to 2017 he worked in the PwC financial institutions assurance team. In 2020, he joined the ProService Finteco team, taking responsibility for financial controlling of the Group.

Paweł Cynkar

Member of the Board
Graduate of the Wroclaw University of Technology, Faculty of Electronics and Telecommunications. Over 20 years of experience in the IT area in financial institutions. Started his career in the IT area in 1998 and has been associated with the transfer agent institution since 2002, where he started in the position of analyst/programmer.
ProService Finteco Group

Make It Right Board

Piotr Kania

CEO of Makeitright
A manager with over 20 years of experience with software development, mid-market and organizational management. A graduate of the Warsaw School of Economics, he gained his experience working for consulting technology companies.

Jan Szymanowski

Vice president of the management board of Makeitright responsible for operations, managing director of ProService Finteco. Previously, in the management board of Bonair, he supervised research work on the implementation of new technologies, software and solutions for the financial sector.

Adam J. Kępa

Board Member
Graduate of the Technical University of Lodz and MBA Warsaw School of Administration and Management. For over 20 years has been working for the financial services industry as a supplier of application and system solutions. He has many years of hands-on experience in managing large read moreand complex -IT projects.

Eryk Libelt

Board Member
A member of the Makeitright board of directors, responsible for strategy, operations and sales with over 15 years of operational management experience and over 12 years of management experience. Previously, he was the head of the IT quality department at BZWBK (Santander Group).

Jacek Strach

Board Member
Co-founder and member of the Makeitright Management Board. For over 15 years he has been involved in the automation of business processes. Creator of the concept and solutions of the Automation Farm.
ProService Finteco Group

MARK - TO - X Board

Sebastian Pastuszak

A specialist with 10 years of experience in depository banks, and institutions conducting valuations for Investment Fund Companies, in the process of valuing market instruments, researching markets and providing data for valuations.

Why ProService Finteco



Top quality







In the ProService Finteco group of companies, we face challenges and strive for continuous growth. However, this development is always based on creating a responsible business guided by the best practices that accompany our daily work and that are reflected in the principles of our ESG Policy, which we make available to you.

ESG program at ProService Finteco group of companies:
E – Environment

We take initiatives to promote greater environmental responsibility.

S – Social responsibility

We care about local communities and our employees.

G – Corporate governance

We live our values through clear policies and defined rules and procedures.

Do you need assistance?

You don’t know which solution suits your problem? We are happy to talk about the details.

ProService Finteco has finalized the takeover of Luxembourg-based Moventum S.C.A., a financial services company. The Luxembourg financial regulator, the CSSF, has already given its required approval of the transaction.