List of Profidata XENTIS Reporting Customers
Zurich, 8048,
Switzerland
Since 2010, our global team of researchers has been studying Profidata XENTIS Reporting 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 Reporting 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 Reporting for Portfolio and Investment Performance and Planning include: HanseMerkur, a Germany based Insurance organisation with 5000 employees and revenues of $1.79 billion, Die Mobiliar, a Switzerland based Insurance organisation with 5963 employees and revenues of $526.0 million, Delta Lloyd Deutschland, a Germany based Insurance organisation with 738 employees and revenues of $250.0 million and many others.
Contact us if you need a completed and verified list of companies using Profidata XENTIS Reporting, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Delta Lloyd Deutschland | Insurance | 738 | $250M | Germany | Profidata Group | Profidata XENTIS Reporting | Portfolio and Investment Performance and Planning | 2014 | n/a |
In 2014, Delta Lloyd Deutschland implemented Profidata XENTIS Reporting to manage capital investments including illiquid assets such as real estate and mortgage loans and to support German insurance reporting. The deployment emphasized Portfolio and Investment Performance and Planning capabilities to govern portfolio oversight, regulatory submissions and ex ante and ex post investment limit checks.
Profidata XENTIS Reporting was configured to support portfolio accounting and valuation workflows tailored to illiquid asset classes, with reporting module usage inferred to satisfy regulatory reporting and insurance meldesystem requirements. Configuration work focused on investment limit monitoring, consolidation of position and valuation data, and structured reporting templates for insurance regulatory filings.
The implementation integrated XENTIS with SAP for subledger accounting to synchronize accounting entries and support downstream financial processes. Operational coverage included investment management, finance and regulatory reporting functions across Delta Lloyd Deutschland’s German operations, aligning investment records with statutory reporting needs.
The project reached production in 2014 and established controls for ex ante and ex post limit validation, embedding approval workflows and exception reporting into investment operations. Governance steps included formalized valuation data feeds and periodic reconciliations between Profidata XENTIS Reporting and SAP to maintain reporting integrity and support insurance reporting obligations.
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Die Mobiliar | Insurance | 5963 | $526M | Switzerland | Profidata Group | Profidata XENTIS Reporting | Portfolio and Investment Performance and Planning | 2015 | n/a |
In 2015 Die Mobiliar implemented Profidata XENTIS Reporting for Portfolio and Investment Performance and Planning. The engagement centered on consolidating asset management, investment controlling and fund administration functions within Switzerland under a single XENTIS instance.
Profidata XENTIS Reporting was configured to support fund administration workflows and investment controlling processes, and the deployment included the reporting module as part of the announced fund administration and reporting scope. The implementation automated numerous manual processes across data intake, position and valuation reconciliation, and reporting orchestration to reduce manual intervention in operational workflows.
Operational coverage focused on Mobiliar Asset Management in Switzerland, with the XENTIS platform managing around CHF 20 billion in assets upon completion. The platform centralized reporting and administrative custody workflows for institutional portfolios and pooled fund structures under management.
Rollout concluded in April 2017 and governance established centralized investment controlling and fund administration processes using Profidata XENTIS Reporting for operational reporting and compliance workflows. Usage of the XENTIS reporting module is inferred from the vendor announcement describing the fund administration and reporting scope.
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HanseMerkur | Insurance | 5000 | $1.8B | Germany | Profidata Group | Profidata XENTIS Reporting | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018 HanseMerkur's HM Trust AG implemented Profidata XENTIS Reporting to standardise front and middle office investment, portfolio and risk management processes. The implementation targeted German operations and explicitly integrated trading, reconciliation and order routing to unify transaction flows and record keeping.
The deployment used the Profidata XENTIS Reporting module together with the XENTIS Data Warehouse to support customised reporting and simulations, aligning technical reporting capabilities with portfolio analytics and risk workflows. The narrative explicitly places Profidata XENTIS Reporting within the Portfolio and Investment Performance and Planning category and emphasizes reporting, simulation and compliance oriented functionality.
Integrations were focused on trading systems, reconciliation engines and order routing components as part of the implementation, creating a data pipeline into the XENTIS Data Warehouse for consolidated reporting. Operational coverage named in the source is Germany and the business functions impacted include front office trading, middle office reconciliation and portfolio and risk management teams.
Governance and process standardisation accompanied the implementation, with workflows and reporting templates centralised in XENTIS to support customised simulations and pre trade compliance checks. According to the vendor press release the project improved efficiency and strengthened pre trade compliance capabilities through the XENTIS reporting and Data Warehouse components.
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