Toronto – Independent developer and finance professional, Pengxuan Tan, has been awarded dual U.S. software copyrights for two enterprise-level digital platforms aimed at revolutionizing how businesses manage complex financial and asset operations.
The two registered works — “Intelligent Investment and Financing System” (TX0009415346) and “Smart Asset Management System” (TX0009392985) — received U.S. copyright protection in mid-2024, respectively, signaling a milestone in the international recognition of Tan’s technical contributions to enterprise digitalization, further solidifying her unique position at the intersection of technology and investment operations.
Tan’s career spans high-profile roles at Manulife Investment Management and Canada Pension Plan Investment Board, where she managed multi-billion-dollar private equity portfolios, optimized fund administration workflows, and led critical automation initiatives. Her direct exposure to complex financial operations — from AIFMD compliance to LP reporting and secondary transactions — informed the architecture of her copyrighted systems, with a focus on solving longstanding industry inefficiencies through automation, lifecycle tracking, and advanced data integration. Though Tan did not author the system code, she is credited as the primary designer and copyright holder for the software’s core logic and structural design.
The “Intelligent Investment and Financing System” was developed using C# within a client-server (C/S) architecture. It integrates financial management, trade information tracking, and asset flow coordination into a single, visualized workflow, aiming to replace error-prone manual processes in trade and financing. This system directly addressed operational challenges Tan encountered while managing over $28 billion in private equity assets at Manulife Investment Management, and its integrated approach to financial management and trade tracking mirrored the complex workflows Tan mastered during her tenure, where she streamlined processes like LP reporting and secondary transaction analysis — including her work on three billion-dollar secondary sales that required precise IRR and MOIC calculations.
In parallel, the “Smart Asset Management System” — coded in Java and compatible with both Windows and Linux — manages the full lifecycle of enterprise assets, from procurement and depreciation to retirement. It offers support for RFID tracking, inventory auditing, and financial information adjustments, and includes built-in modules for lease management, maintenance tracking, and report generation. This system embodied Tan’s hands-on experience in comprehensive asset lifecycle management, automating 50% of reconciliation processes while efficiently handling complex fund operations. Its architecture particularly benefits asset managers handling private market investments, incorporating specialized industry requirements that Tan perfected through years of preparing audited financial statements and collaborating with external auditors.
Pengxuan Tan’s software solutions reflect her decade of experience in global investment management.
“These systems aren’t just back-end tools,” Tan said in a media brief. “They’re frameworks that help enterprises reduce redundancy, automate decision support, and bring clarity to otherwise fragmented financial operations.”
According to Tan, both systems are poised for wide-scale adoption in sectors such as finance, logistics, and enterprise asset management. With the rise of automation and intelligent infrastructure, the developer sees opportunities for these tools to integrate with institutions ranging from banks to public service agencies.
Legal recognition of the software’s originality through U.S. copyright registration also serves a strategic purpose: ensuring market competitiveness by protecting intellectual property and signaling compliance in international partnerships.“This is about more than coding,” Tan added. “It’s about structuring systems that can evolve with business needs — without compromising usability, security, or transparency.”
(Written by Terry Cruz)
Media ContactCompany Name: Manulife Investment ManagementContact Person: Pengxuan TanEmail: Send EmailCity: TorontoState: OntarioCountry: CanadaWebsite: https://www.manulifeim.com/en
