List of Profidata XENTIS Performance Customers
Zurich, 8048,
Switzerland
Since 2010, our global team of researchers has been studying Profidata XENTIS Performance 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 XENTIS Performance 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 XENTIS Performance for Portfolio and Investment Performance and Planning include: Berner Kantonalbank, a Switzerland based Banking and Financial Services organisation with 1009 employees and revenues of $650.0 million, Lombard International Assurance Luxembourg, a Luxembourg based Insurance organisation with 400 employees and revenues of $125.0 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 XENTIS Performance, 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 XENTIS Performance 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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Bank Frick | Banking and Financial Services | 250 | $30M | Liechtenstein | Profidata Group | Profidata XENTIS Performance | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019, Bank Frick adopted Profidata XENTIS Performance deployed on XENTIS Xcloud to digitise and automate custodian and fund administration processes for its custodian services business in Liechtenstein. Profidata XENTIS Performance functions as the central system in the Portfolio and Investment Performance and Planning category for the bank's fund accounting and performance workflows.
The implementation encompassed investment fund accounting and NAV calculation modules, together with Reconciliation, Fees, Reporting and Investment Compliance functionality. The deployment used configurable fund accounting ledgers and automated NAV engines to standardize NAV runs, fees computation and reconciliation processes across funds.
Operational coverage was concentrated on Bank Frick's custodian services business in Liechtenstein, extending to fund administration, custody operations, compliance monitoring and investor reporting. The XENTIS Xcloud deployment established a single data model for position and valuation data to feed downstream reporting and compliance capabilities.
Governance and process changes included standardizing reconciliation workflows, formalizing NAV sign off controls and centralizing fee and reporting processes within the fund administration function. Rollout prioritized operational control points to support compliance and auditability while enabling procedural automation.
The project delivered a scalable foundation to support growth and emerging crypto custody offerings, positioning Profidata XENTIS Performance as the platform for ongoing expansion of Bank Frick's custodian and fund administration services.
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Berner Kantonalbank | Banking and Financial Services | 1009 | $650M | Switzerland | Profidata Group | Profidata XENTIS Performance | Portfolio and Investment Performance and Planning | 2014 | HP |
In 2014, Berner Kantonalbank implemented Profidata XENTIS Performance as the central application for asset management in Switzerland. The deployment positioned Profidata XENTIS Performance within the Portfolio and Investment Performance and Planning category to support both institutional and private asset management business functions across the bank.
Configuration and functional work concentrated on centralizing portfolio and fund-management processes, including portfolio-level performance calculation, attribution, consolidated reporting and fund management workflows. Implementation leveraged XENTIS Performance capabilities typical of Portfolio and Investment Performance and Planning software to create a unified data model for valuations and performance processing.
The project was delivered in cooperation with Profidata and the bank's IT service provider HP, with Profidata leading application implementation and HP providing IT service and operational integration support. The solution was integrated into the bank's asset management IT landscape to operate as the central operational system for portfolio and fund management in Switzerland.
Governance and process changes accompanied the rollout to formalize value-creation processes and standardize operational workflows across institutional and private asset teams. The implementation improved value-creation processes for institutional and private asset management as part of the bank's centralized asset management architecture.
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Lombard International Assurance Luxembourg | Insurance | 400 | $125M | Luxembourg | Profidata Group | Profidata XENTIS Performance | Portfolio and Investment Performance and Planning | 2012 | n/a |
In 2012 Lombard International Assurance Luxembourg implemented Profidata XENTIS Performance. The deployment centralized middle and back office processing for unit linked investment solutions and aligned the firm under the Portfolio and Investment Performance and Planning category.
The Profidata XENTIS Performance implementation covered core modules for portfolio and performance accounting, unit linked product management, and operational controls configured to support investment operations and product servicing. The program followed a one year implementation schedule and the platform was operational in mid-July 2013, enabling streamlined unit linked product management and improved operational control. Governance adjustments centralized operational oversight and standardized workflows across affected business functions to support consolidated middle and back office operations.
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