List of Profidata e-AMIS Risk Management Customers
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Since 2010, our global team of researchers has been studying Profidata e-AMIS Risk 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 Risk Management for Portfolio and Investment Risk Management 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 Risk Management for Portfolio and Investment Risk Management include: Covenant Capital, a Singapore based Banking and Financial Services organisation with 20 employees and revenues of $3.0 million, W&L Asset Management, a Liechtenstein 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 Risk 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 Risk 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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Covenant Capital | Banking and Financial Services | 20 | $3M | Singapore | Profidata Group | Profidata e-AMIS Risk Management | Portfolio and Investment Risk Management | 2019 | n/a |
In 2019 Covenant Capital implemented Profidata e-AMIS Risk Management to optimise investment management, reporting and family office services across client accounts in Singapore and Asia. The deployment used the Portfolio and Investment Risk Management application Profidata e-AMIS Risk Management to provide a consolidated view of client holdings and risk exposures.
Configuration work emphasized portfolio and investment workflows, consolidated reporting, and compliance risk limit configuration, enabling automated risk calculations and scheduled reporting across accounts. Profidata e-AMIS Risk Management was configured to support family office reporting, performance attribution, and position level analytics consistent with Portfolio and Investment Risk Management capabilities.
Operational coverage included investment teams and family office service personnel serving clients in Singapore and the wider Asia region, centralising account level data for unified monitoring. The implementation focused on consolidated risk tracking across client accounts to simplify oversight and reporting rather than deploying separate tools per mandate.
Governance changes introduced the ability to define and monitor compliance risk limits within the platform, supporting standardized risk rules and exception workflows for client portfolios. Profidata described post implementation improvements in operational efficiency and reporting accuracy and highlighted the system ability to set and monitor compliance risk limits following the 2019 implementation.
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Helvetic Investments | Banking and Financial Services | 10 | $1M | Singapore | Profidata Group | Profidata e-AMIS Risk Management | Portfolio and Investment Risk Management | 2018 | n/a |
In 2018 Helvetic Investments implemented Profidata e-AMIS Risk Management to support its independent investment management and family office business in Singapore. The deployment targeted Portfolio and Investment Risk Management capabilities to strengthen investment reporting and operational workflows, and the vendor stated the project reached completion within a few months.
Configuration centered on Profidata e-AMIS Risk Management's investment management and reporting functionality, with the platform set up to deliver consolidated portfolio reporting and enhanced risk oversight for discretionary mandates. The implementation leveraged standard Portfolio and Investment Risk Management workflows such as reporting orchestration and risk monitoring to match the firm’s small team operating model, while remaining aligned with its existing investment operations.
Go live and rollout focused on Helvetic’s Singapore family office and independent investment management desk, and governance adjustments centralized reporting responsibilities and reporting cadence to the new platform. According to the vendor press release the deployment improved reporting capabilities and operational efficiency for Helvetic Investments without disclosure of named third party integrations.
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W&L Asset Management | Banking and Financial Services | 10 | $2M | Liechtenstein | Profidata Group | Profidata e-AMIS Risk Management | Portfolio and Investment Risk Management | 2014 | n/a |
In 2014, W&L Asset Management adopted Profidata e-AMIS Risk Management and moved core operations into the Profidata Service Centre. The deployment used Profidata e-AMIS Risk Management within an e-AMIS & Services configuration to provide Portfolio and Investment Risk Management support across the firm's asset management, back-office processing and client reporting functions.
Implementation covered explicit functional modules for asset allocation, performance calculation, risk analysis and customer reporting as described in Profidata communications. The configuration delivered real-time portfolio evaluation capabilities and automated transaction processing, embedding these capabilities into routine portfolio accounting and valuation workflows.
Operationally the engagement centralized processing at the Profidata Service Centre, with Consaltis participating in operational activities at the centre as noted in vendor materials. The solution brought Profidata hosted application services and service centre operations together to handle both portfolio administration and client reporting in a unified run model.
Governance and process changes focused on shifting day to day execution to the Profidata Service Centre, aligning reconciliation, valuation and reporting workflows with the hosted e-AMIS environment. Outcomes explicitly noted include access to real-time portfolio evaluation and automation of transaction processing using Profidata e-AMIS Risk Management, supporting W&L Asset Management's investment operations from its base in Liechtenstein.
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