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January 25, 2018
MiFIR Transaction Reporting with NetfolioMiFIR
From 2018, the ‘Markets in Financial Instruments Regulation’ (MiFIR) will require investment firms based in the EU or EEA to report transactions with financial instruments. To comply with this new regulation, we have developed a secure interface for independent asset managers or financial intermediaries (FIMs).

Currently the delivery to the following regulators is possible:

AFM (Netherlands), BaFIN (Germany), CySEC (Cyprus), CentralBank of Ireland, FMA (Liechtenstein)

ARM (Approved Reporting Mechanism): Athex (Greece), UnaVista (London)

Learn more

October 10, 2017

Markets in Financial Instruments Regulation (MiFIR)

The MiFID II Financial Market Regulation and the MiFIR Regulation will be officially applied from 3 January 2018. Investment firms that do business with financial instruments now have a reporting requirement for transaction data. We will be adding Netfolio to the interface "Transaction data message MiFIR" by mid-December 2017.
August 11, 2017
Cooperation with Investment Navigator

We are pleased to announce the cooperation with Investment Navigator.

Investment Navigator is a platform for intelligent cross-border suitability checks.

Ensuring sales suitability is becoming more complex with increasing regulatory requirements (MIFID, FIDLEG, KAG etc.). Cross-border advisory can quickly lead to greater challenges. The Investment Navigator supports Netfolio customers in their consulting processes.

May 23, 2017

On May 22, 2017, the first UBS ProFIM Expo took place at Grünenhof Conference Centre in Zurich.

See some of the expo’s highlights here.

Find out what is Ralph Koenig’s answer on the question what is the advantage of our solution compared to our competitors.


April 20, 2017

On May 22, 2017, the first UBS ProFIM Expo will take place at Grünenhof Conference Centre in Zurich. Meet us there!

31 March, 2017
New Homepage

More informative, better overview and in responsive design of course. Our web appearance in a new design offers extensive information to all interested parties, clients and partners.

January 5, 2017
NetfolioCRM live!

The integrated, fully-fledged compliance tool, called NetfolioCRM, has been launched successfully!

NetfolioCRM is available also as a standalone solution.


November 24, 2016
NetfolioCRM-development progressing as planned

Our new development of the integrated CRM-Software for asset management with name NetfolioCRM is at an advanced stage. At beginning of 2017 the extensive, browser-based CRM solution will be ready for use.

September 15, 2016
Netfolio new with responsive web design

As of today, Netfolio is equipped with responsive web design. It doesn’t matter if you access Netfolio from your desktop PC, notebook or Tablet: the new technology ensures that Netfolio presents you the convenient content in a clear and user friendly manner.


August 31, 2016
Migrations from other portfolio management systems

In just a short amount of time, we can integrate existing solutions into our system environment. Find out how data from other systems can be transferred automatically.



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