List of Profidata e-AMIS Order Management Customers
Zurich, 8048,
Switzerland
Since 2010, our global team of researchers has been studying Profidata e-AMIS Order Management 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 e-AMIS Order Management for Trade Order Management System (TOMS) 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 e-AMIS Order Management for Trade Order Management System (TOMS) include: Covenant Capital, a Singapore based Banking and Financial Services organisation with 20 employees and revenues of $3.0 million, Anderes Finanzberatung Switzerland, a Switzerland based Banking and Financial Services organisation with 10 employees and revenues of $2.0 million, Helvetic Investments, a Singapore based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Profidata e-AMIS Order Management, 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.
The Profidata e-AMIS Order Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Anderes Finanzberatung Switzerland | Banking and Financial Services | 10 | $2M | Switzerland | Profidata Group | Profidata e-AMIS Order Management | Trade Order Management System (TOMS) | 2014 | n/a |
In 2014, Anderes Finanzberatung AG in Switzerland implemented Profidata e-AMIS Order Management to support its asset and portfolio management workflows. The deployment established Trade Order Management System (TOMS) capabilities with explicit order-management usage and instrument creation embedded into the order workflow.
The implementation covered core modules for portfolio management, automated rebalancing, order processing, and tailored client reporting. Profidata e-AMIS Order Management was configured to automate rebalancing rules and generate client reports from portfolio positions, while preserving order life cycle controls and auditability expected in a TOMS environment.
Integrations included real-time market data feeds to inform order decisioning and valuation, and a direct link between instrument setup and the order-entry process as described in the press release. Operational scope was focused on Anderes Finanzberatung AG operations in Switzerland, impacting asset management, order operations, and client reporting workflows.
Governance adjustments centralized instrument onboarding into the order-entry workflow and aligned rebalancing and reporting rules with portfolio governance processes. The approach emphasized consolidating order creation and portfolio automation within Profidata e-AMIS Order Management to reduce manual handoffs between order processing and reporting.
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Covenant Capital | Banking and Financial Services | 20 | $3M | Singapore | Profidata Group | Profidata e-AMIS Order Management | Trade Order Management System (TOMS) | 2019 | n/a |
In 2019, Covenant Capital implemented Profidata e-AMIS Order Management as a Trade Order Management System (TOMS) to modernise portfolio and family office operations in Singapore. The deployment targeted middle and back office workflows for a boutique asset manager and family office with approximately 20 employees, with an emphasis on operational control and regulatory reporting. Profidata e-AMIS Order Management is referenced by the vendor as supporting order handling and trade lifecycle activities, aligning the application to Covenant Capital’s portfolio operations and client servicing needs.
Configuration work focused on order capture and trade processing workflows, trade lifecycle orchestration, and consolidated reporting and compliance controls consistent with Trade Order Management System (TOMS) capabilities. Implementation included workflow automation for trade entry and approval, position and transaction reporting, and client reporting templates, while specific order management usage is inferred from the platform’s role in trade processing rather than itemized in the announcement. The rollout concentrated on operationalizing standard TOMS functional flows to improve trade processing and reporting fidelity.
Governance changes emphasized stronger compliance controls, centralized reporting, and tightened operational workflows across portfolio management, compliance, and client servicing functions in Singapore. The vendor statement indicates Covenant Capital gained stronger reporting, compliance controls and client service workflows as outcomes of the Profidata e-AMIS Order Management implementation. Order management responsibilities and exact integration details were not explicitly detailed in the announcement, and the characterization of order management activity is therefore inferred from Profidata’s product positioning.
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Helvetic Investments | Banking and Financial Services | 10 | $1M | Singapore | Profidata Group | Profidata e-AMIS Order Management | Trade Order Management System (TOMS) | 2018 | n/a |
In 2018, Helvetic Investments implemented Profidata e-AMIS Order Management in Singapore to support wealth and family-office investment management and reporting across the Asia-Pacific region. The deployment positioned Profidata e-AMIS Order Management as a Trade Order Management System (TOMS) to centralize order workflows and reporting processes for the firm, aligning the application with front-to-back trade order management and portfolio reporting functions.
The implementation emphasized reporting flexibility and operational efficiency through Profidata e-AMIS Order Management, with configuration focused on investment bookkeeping, transaction capture, and consolidated reporting for private wealth and family-office operations. Order management and trade-order capabilities are inferred from the e-AMIS implementation and Profidata product descriptions rather than explicitly enumerated in the source, and the rollout targeted operational teams responsible for investment operations and client reporting in Singapore and the broader APAC region.
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