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Netfolio | Set-up options

Outsourcing of IT and document entry or in-house solution

Alphasys customers have the choice between different set-up options. They can request modern software-as-a-service (saas), meaning they can access the software and IT infrastructure of Alphasys. If so desired, Alphasys assumes the tasks of data entry, data maintenance and reconciliation. An in-house option makes sense for asset managers and banks that have sufficient IT capacities and personnel resources.

In-house
In-house-Solution with the Netfolio Portfolio Management System
  1. Local hosting
  2. Document entry by you
  3. Single Log-ins for portfolio owners
  4. Technical support (data/system maintenance)
  5. Banking interfaces included
  6. Always the latest Netfolio version
Complete Outsourcing
Complete outsourcing: IT, software and document entry by the Netfolio Service Centre
  1. Hosting by Netfolio Service Centre
  2. Document entry by the Netfolio Service Centre
  3. Single Log-ins for portfolio owners
  4. Technical support (data/system maintenance)
  5. Banking interfaces included
  6. Always the latest Netfolio version
Outsourcing
Partial outsourcing
Partial outsourcing: Software and advice from the Netfolio Service Centre
  1. Hosting by Netfolio Service Centre
  2. Document entry by you
  3. Single Log-ins for portfolio owners
  4. Technical support (data/system maintenance)
  5. Banking interfaces included
  6. Always the latest Netfolio version
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