List of Profidata AssetView Customers
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Since 2010, our global team of researchers has been studying Profidata AssetView customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Profidata AssetView for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Profidata AssetView for Portfolio and Investment Performance and Planning include: Liechtensteinische Landesbank Aktiengesellschaft, a Liechtenstein based Banking and Financial Services organisation with 1200 employees and revenues of $568.0 million, Allianz Investmentbank, a Austria based Banking and Financial Services organisation with 15 employees and revenues of $100.0 million, Bank Frick, a Liechtenstein based Banking and Financial Services organisation with 250 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using Profidata AssetView, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Allianz Investmentbank | Banking and Financial Services | 15 | $100M | Austria | Profidata Group | Profidata AssetView | Portfolio and Investment Performance and Planning | 2023 | n/a |
In 2023 Allianz Investmentbank implemented Profidata AssetView as a web-based SaaS portfolio analysis and investor information portal, aligning the deployment with the Portfolio and Investment Performance and Planning category to serve finance and fund management use cases. The Profidata AssetView implementation targeted fund customers in Austria and provided core functional capabilities including portfolio overviews, performance data and transaction lists to support investor reporting and fund operations.
The deployment emphasized a modern, interactive investor interface to improve customer access to up-to-date portfolio information and to support Allianz Invest's digitalisation strategy. Operational scope focused on customer-facing fund services in Austria, with rollout governance centered on fund management workflows and customer support processes to maintain data currency and user access.
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Bank Frick | Banking and Financial Services | 250 | $30M | Liechtenstein | Profidata Group | Profidata AssetView | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019, Bank Frick implemented Profidata AssetView to extend portfolio analytics and investor reporting capabilities within the Portfolio and Investment Performance and Planning category. This implementation ran alongside a confirmed Profidata XENTIS Xcloud deployment that was used to digitise and automate custodian and fund-administration workflows in Liechtenstein.
Profidata AssetView was configured to provide portfolio analytics and performance attribution, configurable investor-facing reporting and dashboards, and period and cash-flow based return calculations consistent with Portfolio and Investment Performance and Planning functionality. Configuration emphasized reconciled data feeds and standardized performance calculation logic to support consolidated views across managed funds and custody records.
Operational integration focused on linking AssetView to the XENTIS Xcloud data layer to leverage reconciled position and transaction records for NAV calculation and reporting processes. The rollout targeted custodian and fund-administration teams, aligning portfolio analysis outputs with existing reconciliation and NAV workflows used in the Liechtenstein operations.
Governance changes centered on formalizing calculation rules, reporting templates, and sign off for NAV and investor reports, shifting manual steps into automated orchestrations within the Profidata environment. Public materials for 2019 confirm XENTIS deployment and the project context identifies improved reconciliation, NAV calculation and reporting as primary operational outcomes.
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Liechtensteinische Landesbank Aktiengesellschaft | Banking and Financial Services | 1200 | $568M | Liechtenstein | Profidata Group | Profidata AssetView | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Liechtensteinische Landesbank Aktiengesellschaft adopted Profidata's XENTIS investment-management platform group-wide and commenced rollouts focused on finance, fund administration and reporting. The rollout program included a staged deployment with the Austrian implementation going live in 2023 to standardize fund administration and reporting across the group.
Profidata AssetView is identified here as the Profidata AssetView application within the Portfolio and Investment Performance and Planning category, and its use is inferred as a likely complementary portfolio-analysis SaaS to support portfolio and performance reporting alongside XENTIS. In that capacity Profidata AssetView would typically provide portfolio aggregation, performance attribution, time-weighted and money-weighted return calculations, and reporting-ready data sets, aligning with Portfolio and Investment Performance and Planning functional workflows.
Public sources frame operational scope on group-wide finance, fund administration and reporting, with the 2023 Austrian go-live signaling a coordinated, multi-entity rollout approach. Governance and process alignment implications include instituting standardized reporting templates, a common data model for instruments and positions, and centralized analytics configuration to ensure consistent performance outputs across the group.
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