Swiss company Alphasys AG combines IT expertise with know-how from the financial world. With the portfolio management system "Netfolio", Alphasys has developed a professional, flexible solution for in-depth asset management. Software and services meet the highest requirements when it comes to convenience, security and compliance. The ScanEngine for automatic entry of bank documents and the integrated CRM simplify administration and adherence with regulatory provisions. In addition to software for asset management, Alphasys also offers its customers an extensive range of services, from data hosting to document processing.
Netfolio Product & Cloud Service show product detailhide product detail
Netfolio® is an internet-based, secure and individually configurable portfolio management system that meets the highest requirements. In addition to software for asset management, Alphasys offers its customers comprehensive services up to and including document processing. This leaves more time to focus on the core business.
General Financial, Reporting, Software-as-a-Service (SaaS)
NetfolioCRM Product & Cloud Service show product detailhide product detail
Strengthened regulations in the area of compliance for asset management require stricter management of customer data. Alphasys has developed a comprehensive, browser-based CRM solution. The tool simplifies processes, improves efficiency, and fulfils requirements as "Know your customer". NetfolioCRM can also be used as a standalone solution.
NetfolioMiFIR Product & Cloud Service show product detailhide product detail
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, Alphasys has developed a secure interface for independent asset managers or financial intermediaries (FIMs).