List of Profidata XENTIS Customers
Zurich, 8048,
Switzerland
Since 2010, our global team of researchers has been studying Profidata XENTIS 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 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 XENTIS for Portfolio and Investment Management include: DZ Bank, a Germany based Banking and Financial Services organisation with 32800 employees and revenues of $23.89 billion, HypoVereinsbank, a Germany based Banking and Financial Services organisation with 9052 employees and revenues of $12.20 billion, State Street, a United States based Banking and Financial Services organisation with 42000 employees and revenues of $12.15 billion, Raiffeisen Bank International, a Austria based Banking and Financial Services organisation with 42948 employees and revenues of $10.43 billion, Sulzer, a Switzerland based Manufacturing organisation with 13409 employees and revenues of $3.79 billion and many others.
Contact us if you need a completed and verified list of companies using Profidata XENTIS, 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 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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AFB Anlagen | Banking and Financial Services | 10 | $1M | Switzerland | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2021 | n/a |
In 2021, AFB Anlagen implemented Profidata XENTIS for Portfolio and Investment Management. The ten employee Swiss investment firm deployed Profidata XENTIS to centralize portfolio administration, investment accounting, and instrument master data for its Switzerland operations. AFB Anlagen is listed as a customer of Profidata Group.
The deployment emphasized front to back portfolio workflows typical of Portfolio and Investment Management platforms, including position and transaction processing, portfolio accounting, corporate actions processing, and performance measurement. Configuration work focused on role based operational controls for portfolio managers and operations staff, standardized data models, and automated reconciliation routines appropriate for a small team. Governance activities centered on establishing master data stewardship and operational workflows to support ongoing portfolio operations.
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AISM Luxembourg | Banking and Financial Services | 26 | $3M | Luxembourg | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2021 | n/a |
In 2021, AISM Luxembourg implemented Profidata XENTIS to provide Portfolio and Investment Management capabilities for its banking and financial services operations. The implementation centralized investment operations for a small Luxembourg-based firm employing 26 staff, positioning Profidata XENTIS as the system of record for portfolios and valuations.
The deployment configured core Portfolio and Investment Management modules including portfolio management, investment accounting, order lifecycle and trade capture, valuation and performance measurement, and client reporting. Profidata XENTIS was configured to support position keeping, instrument master data governance, and accounting ledgers consistent with front-to-back investment workflows.
Operational coverage focused on investment managers, middle office functions and client reporting teams, consolidating holdings, positions and valuation data into a single platform. The implementation emphasized automated trade lifecycle processing, reconciliations and standardized reporting templates to reduce manual consolidation across business functions.
Governance activities included defining portfolio hierarchies, chart of accounts alignment, and data ownership rules to support consistent reconciliations and regulatory reporting. Rollout proceeded through staged configuration and validation cycles across operational workflows, with formal change controls for model and reporting updates.
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Allianz Global Investors | Banking and Financial Services | 1500 | $102M | Germany | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2021 | n/a |
In 2021, Allianz Global Investors implemented Profidata XENTIS to strengthen its Portfolio and Investment Management capability. The deployment of Profidata XENTIS at Allianz Global Investors targeted centralization of portfolio data and operational control across investment management workflows, and the customer relationship is listed in Profidata Group materials.
Configuration focused on core portfolio accounting, order and trade lifecycle management, performance measurement, and instrument master data capabilities typical of Portfolio and Investment Management systems. Profidata XENTIS was configured to support position keeping, NAV calculation logic, and reporting feeds for investment teams and middle office operations, using category-aligned modules for reconciliation and regulatory reporting workflows to align operational processes.
Operational scope covered investment managers, portfolio operations, and middle-office functions within Allianz Global Investors, with governance oriented toward centralized data consistency and standardized workflow orchestration. Rollout emphasized configuration governance and staged operational onboarding to align portfolio management and compliance processes, establishing a unified application layer for Portfolio and Investment Management at Allianz Global Investors.
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Banking and Financial Services | 15 | $100M | Austria | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2020 | n/a |
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Banking and Financial Services | 15 | $1M | Switzerland | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2021 | n/a |
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Banking and Financial Services | 150 | $20M | Luxembourg | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2021 | n/a |
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Banking and Financial Services | 10 | $1M | Belgium | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2021 | n/a |
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Insurance | 70 | $7M | Germany | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2021 | n/a |
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Banking and Financial Services | 100 | $350M | Luxembourg | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2021 | n/a |
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Banking and Financial Services | 2400 | $408M | Germany | Profidata Group | Profidata XENTIS | Portfolio and Investment Management | 2021 | n/a |
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Buyer Intent: Companies Evaluating Profidata XENTIS
- Cullman Electric Cooperative, a United States based Utilities organization with 102 Employees
- Hauck & Aufhauser Privatbankiers, a Germany based Banking and Financial Services company with 1514 Employees
- Berner Kantonalbank, a Switzerland based Banking and Financial Services organization with 1009 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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