List of Profidata e-AMIS Performance Management Customers
Zurich, 8048,
Switzerland
Since 2010, our global team of researchers has been studying Profidata e-AMIS Performance 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 Performance Management 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 e-AMIS Performance Management for Portfolio and Investment Performance and Planning include: DC Bank, a Switzerland based Banking and Financial Services organisation with 45 employees and revenues of $12.0 million, International Capital Management Liechtenstein, a Liechtenstein based Banking and Financial Services organisation with 20 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Profidata e-AMIS Performance 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 Performance 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
DC Bank | Banking and Financial Services | 45 | $12M | Switzerland | Profidata Group | Profidata e-AMIS Performance Management | Portfolio and Investment Performance and Planning | 2012 | n/a |
In 2012, DC Bank implemented Profidata e-AMIS Performance Management as its wealth management system in Bern, Switzerland. The deployment targeted Portfolio and Investment Performance and Planning to support portfolio, risk and performance analysis and customer reporting across the bank's private banking activities.
Profidata e-AMIS Performance Management was configured to provide portfolio analytics, risk measurement, performance attribution and consolidated client reporting, with a full data migration completed ahead of the initial production go live in 2012. The implementation established the application as the primary platform for investment performance workflows and client reporting generation.
Operational scope centered on DC Bank's wealth management business and associated reporting and portfolio operations. A planned subsequent phase was defined to integrate the order workflow into the bank's core banking system to extend operational processing and reduce manual handoffs.
Rollout activities in 2012 included data migration and the initial production go live, with governance and operational procedures adjusted to operate on the new platform. The project improved operational efficiency and established a modern foundation for DC Bank's wealth management business.
|
 |
International Capital Management Liechtenstein | Banking and Financial Services | 20 | $5M | Liechtenstein | Profidata Group | Profidata e-AMIS Performance Management | Portfolio and Investment Performance and Planning | 2013 | n/a |
In 2013, International Capital Management Liechtenstein implemented Profidata e-AMIS Performance Management to support position keeping for portfolios containing own and third party funds and to deliver look through analysis for multi custodian portfolios. The deployment targeted Portfolio and Investment Performance and Planning capabilities to centralize holdings surveillance and to enable automated portfolio rebalancing workflows across ICM's operations in Liechtenstein.
The implementation configured core capabilities in position keeping, look through analytical reporting, automated global rebalancing and the automatic generation of market orders per custodian. Profidata e-AMIS Performance Management provided rule driven rebalancing orchestration and worked with instrument level position data to produce custody aware order instructions for execution and settlement processing.
Operational coverage emphasized monitoring multi custodian holdings and portfolios that include third party funds, with integrations focused on custodial holdings feeds and custodian specific order routing to support the automatic market order generation per custodian. The solution supported front office portfolio managers and middle office trading operations through consolidated position views, performance attribution inputs and automated order creation tied to rebalancing events.
Governance and workflow changes included formalizing automated rebalancing policies and custody specific execution rules to govern order generation and reconciliation. The vendor Profidata Group delivered the Profidata e-AMIS Performance Management implementation, and reported outcomes included improved diversification oversight and greater execution efficiency as a result of the automated rebalancing and custody aware order generation.
|
Buyer Intent: Companies Evaluating Profidata e-AMIS Performance Management
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||