Lugano, 6900,
Switzerland
Colombo Wealth Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Colombo Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Colombo Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Colombo Wealth has purchased the following applications: Allocare AMS CRM for CRM and Investor Relationship Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Colombo Wealth is running and its propensity to invest more and deepen its relationship with Allocare 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 Colombo Wealth revenues, which have grown to $12.0 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 Colombo Wealth 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.
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Allocare | Legacy | Allocare AMS CRM | CRM and Investor Relationship Management | Investment Management | n/a | 2019 | 2022 | In 2019, Colombo Wealth selected Allocare AMS CRM and Allocare WEB in the CRM category to consolidate portfolio management, CRM and client reporting across its Lugano, Zurich and Geneva offices in response to rising regulatory FIDLEG and reporting requirements. The decision initiated a coordinated implementation to centralize client and portfolio data and standardize reporting workflows across the three Swiss sites. The Allocare AMS CRM deployment configured core modules for portfolio management, client relationship management, and client reporting, with automated management fee calculation logic and end to end portfolio and risk monitoring capabilities implemented within AMS. Allocare WEB was provisioned for client facing reporting and consolidated report distribution to clients and advisors. Operational coverage included investment management, client reporting and compliance functions, with the implementation consolidating portfolio and client data into Allocare AMS CRM and using Allocare WEB as the external reporting channel. The configuration emphasized standardized calculation engines for management fees and consistent report templates to support FIDLEG reporting obligations. The vendor case study reports the project began after the 2019 selection and reached go live in 2022, delivering efficiency gains in reporting, automated management fee calculations and end to end portfolio and risk monitoring. Governance changes focused on centralized report generation and automated fee workflows to reduce manual reconciliation and support regulatory reporting processes. | |
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Portfolio and Investment Performance and Planning | Investment Management |
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2019 | 2020 |
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