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Mobiliar Asset Management successfully implements XENTIS

Thursday 27.04.2017

Schweizerische Mobiliar Asset Management AG (Mobiliar Asset Management) is now using Profidata’s XENTIS investment management system to manage assets in its insurance, pensions and fund management businesses. Following the conclusion of the challenging project to roll out the system within a time frame of 17 months, the insurance group now applies XENTIS for all its processes in the areas of asset management, investment controlling and fund administration. XENTIS effectively replaces various legacy applications, makes several interfaces redundant and automates numerous tasks that were previously performed manually. Mobiliar Asset Management uses XENTIS to manage investments worth around 20 bn CHF.

Sven Rump, Managing Director of Schweizerische Mobiliar Asset Management AG, is very satisfied: 'We have achieved our goals of automating asset management for our insurance, pension scheme and fund management activities in just one system, and performing them efficiently. XENTIS is now the main hub for our group’s investments.'

Detailed information on the rollout of XENTIS at Mobiliar Asset Management can be found in the case study 'Investment challenges met by the implementation of an integrated investment management solution' (in German) published on the Leipzig insurance forums under Dossier No.07/2017 (pp. 10-11).

Schweizerische Mobiliar Asset Management AG

Schweizerische Mobiliar Asset Management AG has been an independent fund manager since 2013. This licence allows Mobiliar Asset Management not only to take on institutional asset management for the Mobiliar Group and administer its pension schemes, but also to manage its own funds for private and institutional investors. Clients benefit from Mobiliar Asset Management’s vast experience, which ranges from cash management to investments in securities and real estate.

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