History

2001
Development start of the Netfolio product

2002
Realization of Netfolio

2003
Installation of a Netfolio pilot project.
Development of the DeaFramework software.
Alphasys IT Services AG founded with head office in Technopark Winterthur.

2004
Netfolio goes live.
Netfolio® trademark registered at the Trade Mark Registry of the Federal Institute of Intellectual Property.

2005
Expansion of Netfolio functions; installation of the CS interface (monitoring and access control of PC interfaces).
Marketing of the DeaFramework development tool.

2006
Connection of Netfolio to Telekurs iD and the apiD Telekurs platform.
Integration of risk indicators into Netfolio’s functions.

2007
Family Report added to Netfolio’s reporting functions

2008
Development and launch of the CRM tool MiniCRM
Dial-in procedure now makes use of electronic tokens (Vasco).

2009
Development and implementation of the interface for financial accounting software. For example for Abacus and SAP.
Integration of a risk-profile monitoring module.

2010
Start of automated PDF-connection from different banks.
Development of a scanning-engine for automated data input via PDF bank receipts.

2011
Further development of the scanning-engine.
Implementation of an Invoice module, Private Equity transactions and Rebalancing.

2012
Launch of the scanning software.
Development of the sample portfolio, tax statement.