Asset management for a demanding clientele

Asset management is the core business of private banks. Wealthy, sophisticated clients expect private banks to provide high-quality service and the utmost discretion, and conduct their business and report to their clients conscientiously. The portfolio management system meets the customer's highest requirements as well as stringent legal and regulatory requirements.

Security and efficiency play just as important a role as high functionality for the software. Ad-hoc valuations with real time prices and performance queries for any desired period are only two of the many functions available with Netfolio. Comparable performance analyses, including a risk profile, can easily be set up. Contract management is integrated into the platform. The bank only has to add the interface to its own order system. Netfolio has successfully passed test runs with more than 2'000 licensed users (concurrent users).

The Netfolio platform is linked to the bank's in-house software for the institution. It is possible to combine data from different institutions and also to process data from third party providers with Netfolio. The bank is then able to show their customers the current and complete asset situation at any time.

The documentation stored in the system and in Netfolio CRM helps ensure the transparency on transactions its clients expect. Regular client-specific reports enable the straightforward, complete archiving of proofs of assets. Alphasys gives system security and data protection top priority. Secure log-in for bank customers is possible with Netfolio.

Alphasys provides private banks with the technology they need for the optimum management of their clients’ wealth. Depending on the desired setup options and preferred service level, document entry can also be delegated to Alphasys.