Birsfelden, 4127,
Switzerland
Consilior Switzerland Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Consilior Switzerland and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Consilior Switzerland employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Consilior Switzerland has purchased the following applications: Infront Assetmax for Portfolio and Investment Management in 2018, reCAPTCHA for Application Security (AppSec) in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Consilior Switzerland is running and its propensity to invest more and deepen its relationship with Infront , Google 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 Consilior Switzerland revenues, which have grown to $3.0 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 Consilior Switzerland 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 |
|---|---|---|---|---|---|---|---|---|
| Infront | Legacy | Infront Assetmax | Portfolio and Investment Management | Investment Management | n/a | 2018 | 2018 |
In 2018, Consilior Switzerland implemented Infront Assetmax to consolidate multi-custodian portfolio data and strengthen its portfolio management capability within Swiss wealth management operations. The deployment targeted Portfolio and Investment Management use cases across the firm, aligning the application to finance and portfolio management business functions for client reporting and compliance support.
The implementation focused on core Portfolio and Investment Management modules, including multi-custodian data aggregation, portfolio accounting and valuation, reporting, and reconciliation workflows. Infront Assetmax was configured to centralize position and transaction data, standardize valuation processes and produce unified client reporting outputs, reducing fragmentation in day to day portfolio operations.
Operational coverage remained concentrated in Switzerland and within the firm s finance and portfolio management teams, with integrations built around multi-custodian connectivity and downstream reporting feeds to support audit and client communications. The solution was used to orchestrate reconciliation routines and produce regulator friendly reports to facilitate FINMA audit processes.
Governance changes accompanied the technical deployment, standardizing reconciliation rules, formalizing reporting templates and tightening control points for month end close and audit readiness. The program delivered documented cost savings and easier FINMA audits, while improving efficiency and client reporting across Consilior s finance and portfolio management processes in Switzerland.
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | reCAPTCHA | Application Security (AppSec) | CyberSecurity | n/a | 2020 | 2020 |
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