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Helvetic Investments
Location
39B Circular Rd,
Singapore, 49395,
Singapore
Website
https://www.helvetic-investments.sg/
Phone
65 6438 0383
Artw industry
Banking and Financial Services
Employee
Revenue

Helvetic Investments Technographics

Helvetic Investments Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Helvetic Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Helvetic Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Helvetic Investments has purchased the following applications: Microsoft 365 for Collaboration in 2019, Profidata e-AMIS Customer Management for CRM and Investor Relationship Management in 2018, Google Cloud Platform (GCP) for Application Hosting and Computing Services in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Helvetic Investments is running and its propensity to invest more and deepen its relationship with Microsoft , Profidata Group , 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 Helvetic Investments 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 Helvetic Investments 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.

Helvetic Investments Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Profidata Group Legacy Profidata e-AMIS Customer Management CRM and Investor Relationship Management Investment Management n/a 2018 2018
In 2018, Helvetic Investments implemented Profidata e-AMIS Customer Management to support its wealth and family-office investment management operations in Singapore and the broader APAC region. The deployment targeted CRM and Investor Relationship Management use cases with explicit emphasis on reporting and scalable portfolio management, and the full product name Profidata e-AMIS Customer Management is used as the system of record for investor data and portfolio reporting. The implementation was completed quickly and delivered improved reporting capabilities and operational flexibility to support the firm’s growth plans. Configured capabilities centered on consolidated investor profiles, portfolio consolidation and scalable portfolio management workflows, and enhanced reporting and dashboarding to standardize investor reporting. The operational scope covered client servicing, portfolio management, and operations functions, with process standardization for data capture and reporting cadence introduced to support APAC client coverage. Governance efforts focused on a centralized data model and role based access controls tied to investor servicing workflows, enabling Helvetic Investments to scale reporting and operational processes as growth continued.
Portfolio and Investment Management Investment Management 2012 2012
Portfolio and Investment Risk Management Investment Management 2018 2018
Trade Order Management System (TOMS) Investment Management 2018 2018
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Cloud Platform (GCP) Application Hosting and Computing Services IaaS n/a 2022 2022
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2021 2021
IT Decision Makers and Key Stakeholders at Helvetic Investments
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Helvetic Investments Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Helvetic Investments Technographics

Helvetic Investments is a Banking and Financial Services organization based in Singapore, with around 10 employees and annual revenues of $1.0 million.

Helvetic Investments operates a diverse technology stack with applications such as Microsoft 365, Profidata e-AMIS Customer Management and Google Cloud Platform (GCP), covering areas like Collaboration, CRM and Investor Relationship Management and Application Hosting and Computing Services.

Helvetic Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Profidata Group and Google.

Helvetic Investments recently adopted applications including Google Cloud Platform (GCP) in 2022, Wix Hosting in 2021 and Microsoft 365 in 2019, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Helvetic Investments’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Helvetic Investments’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 Helvetic Investments technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.