List of Profidata e-AMIS Strategy Customers
Zurich, 8048,
Switzerland
Since 2010, our global team of researchers has been studying Profidata e-AMIS Strategy 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 Strategy for Portfolio and Investment 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 Strategy for Portfolio and Investment Management include: International Capital Management Liechtenstein, a Liechtenstein based Banking and Financial Services organisation with 20 employees and revenues of $5.0 million, 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 and many others.
Contact us if you need a completed and verified list of companies using Profidata e-AMIS Strategy, 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 Strategy 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 Strategy | Portfolio and Investment Management | 2014 | n/a |
In 2014, Anderes Finanzberatung Switzerland implemented Profidata e-AMIS Strategy to support wealth management activities. The Profidata e-AMIS Strategy deployment focused on Portfolio and Investment Management capabilities, delivering comprehensive asset analyses, portfolio modelling, and automatic rebalancing to support advisory and portfolio construction workflows.
Implementation included configuration of reporting modules and integration with real time market and reference data via the apiD interface to enhance client reporting and valuation accuracy. The deployment covered the firm s wealth management operations in Switzerland, centralizing portfolio analytics and rebalancing orchestration within Profidata e-AMIS Strategy. The initiative aimed to increase operational efficiency through system driven modelling and automated rebalancing while embedding portfolio and client reporting into the investment management workflow.
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Covenant Capital | Banking and Financial Services | 20 | $3M | Singapore | Profidata Group | Profidata e-AMIS Strategy | Portfolio and Investment Management | 2019 | n/a |
In 2019, Covenant Capital implemented Profidata e-AMIS Strategy for Portfolio and Investment Management. The implementation targeted the firm’s Singapore operations and was scoped to support portfolio and investment management, reporting and family-office services. The project emphasized centralized position tracking and standardized client reporting workflows to support the firm’s family-office service model.
Profidata e-AMIS Strategy was configured to deliver position-keeping, portfolio analysis and reporting modules as described in the vendor press release. Position-keeping was established as the authoritative record for holdings and transactions, while portfolio analysis and reporting provided configurable analytics and client-facing reports for investment and client service teams. The deployment included portfolio data modeling and templated report configurations aligned with Portfolio and Investment Management functional requirements.
Operational ownership was assigned to the investment and reporting functions, which used Profidata e-AMIS Strategy to streamline client service workflows and report delivery. Rollout focused on configuration of reporting templates and portfolio analytics to improve reporting flexibility and client service workflows, outcomes explicitly stated in vendor materials. Governance changes centralized portfolio data stewardship and reporting sign-off within the firm’s investment operations and client servicing teams.
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International Capital Management Liechtenstein | Banking and Financial Services | 20 | $5M | Liechtenstein | Profidata Group | Profidata e-AMIS Strategy | Portfolio and Investment Management | 2013 | n/a |
In 2013 International Capital Management Liechtenstein implemented Profidata e-AMIS Strategy as its Portfolio and Investment Management platform to centralize position-keeping and enhance investment monitoring within Liechtenstein. The selection targeted position-keeping of both own and third-party funds, look-through analysis and global portfolio rebalancing to address concentration risk in the firm’s investment book.
The deployment configured Profidata e-AMIS Strategy modules for position keeping, look-through analytics and portfolio rebalancing, and used the portfolio management and rebalancing functionality described in the vendor announcement. The implementation included order generation per custodian as part of the rebalancing workflow, tying portfolio decision outputs to execution instructions that align with custodian-specific settlement processes.
Operational scope covered the investment management function for own and third-party funds in Liechtenstein, with the solution instrumenting monitoring workflows to identify concentration exposures via look-through analysis. Governance changes focused on centralizing position data and operationalizing rebalancing through the application, with an explicit objective to strengthen investment monitoring and avoid concentration risk.
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