Altrafin
Toedistrasse 5,
Zurich, 8002,
Switzerland
Zurich, 8002,
Switzerland
41 43 888 29 00
Banking and Financial Services
Altrafin Technographics
Altrafin Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Altrafin and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Altrafin employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Altrafin has purchased the following applications: Microsoft 365 for Collaboration in 2020, WooCommerce for eCommerce in 2018, Profidata XENTIS for Portfolio and Investment Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Altrafin is running and its propensity to invest more and deepen its relationship with Microsoft , Automattic , Profidata Group or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Altrafin revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Altrafin intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Altrafin Tech Stack and Enterprise Applications
Altrafin Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Altrafin implemented Microsoft 365. The deployment of Microsoft 365 provides Collaboration capabilities for Altrafin, a 15 person Swiss banking and financial services firm, and the company references Microsoft 365 on its public website.
The Microsoft 365 implementation was configured to deliver core collaboration modules typical of the platform, including Exchange Online email, Microsoft Teams for real time communication, OneDrive and SharePoint for document storage and coauthoring, and the Office productivity apps for desktop and web editing. Configuration included standard tenant provisioning, license assignment, user account setup, and role based administration via the Microsoft 365 admin center and Azure Active Directory for identity and access management.
Operational coverage spans the entire employee base and supports corporate productivity and internal communications. Governance was organized through centralized admin controls, mailbox and sharing policies, and SharePoint and OneDrive data governance features to shape collaboration workflows consistent with banking and financial services operational needs.
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Altrafin eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2018 | 2018 |
In 2018, Altrafin implemented WooCommerce on its public website, deploying WooCommerce as the primary eCommerce platform to enable an online storefront for the Swiss banking and financial services firm Altrafin. The deployment uses Automattic's WordPress ecosystem with WooCommerce providing catalog, shopping cart, checkout, product management, and order management capabilities typical of an eCommerce solution.
Configuration focuses on site-hosted store functionality, with product pages and pricing administered through the WooCommerce dashboard and WordPress content management. The implementation embodies core functional modules such as product catalog administration, shopping cart and checkout flows, basic inventory controls, order processing, and customer notification workflows consistent with small team operations.
Integrations are not enumerated in the source, however the deployment establishes standard eCommerce operational coverage across online sales and customer-facing commerce functions, impacting sales and customer service workflows. Governance and operational control are centralized in website and commerce administrators who manage product updates, order handling, and transactional workflows inside WooCommerce, aligning web content and commerce operations for a 15 employee organization.
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Altrafin Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Profidata Group | Legacy | Profidata XENTIS | Portfolio and Investment Management | Investment Management | n/a | 2021 | 2021 |
In 2021, Altrafin implemented Profidata XENTIS as its Portfolio and Investment Management platform. The deployment targeted core investment operations and portfolio accounting functions at the Switzerland-based boutique firm, aligning the Profidata XENTIS implementation with the firm’s small, centralized operating model.
Configuration and module selection emphasized portfolio accounting, instrument master data, trade lifecycle processing, position and valuation engines, and performance reporting consistent with Portfolio and Investment Management functional requirements. Operational scope covered front-to-back workflows for investment and finance teams, with governance changes that introduced a single data model, formal reconciliation procedures, and role-based operational controls to standardize portfolio and investment management processes.
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Altrafin IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Altrafin CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Altrafin
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Altrafin Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Altrafin IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Altrafin digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Altrafin Technographics
Altrafin is a Banking and Financial Services organization based in Switzerland,
with around 15 employees and annual revenues of $1.0 million.
Altrafin operates a diverse technology stack with applications such as
Microsoft 365, WooCommerce and Profidata XENTIS,
covering areas like Collaboration, eCommerce and Portfolio and Investment Management.
Altrafin has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, Automattic and Profidata Group.
Altrafin recently adopted applications including
Profidata XENTIS in 2021, Microsoft 365 in 2020 and Microsoft Azure Cloud Services in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Altrafin’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Altrafin’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Altrafin technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.