wealth management platform(s) > providers from switzerland

e-AMIS is the complete asset management and information system for mapping the entire investment process in portfolio management. Family offices, banks, asset managers and other financial service providers appreciate the comprehensive range of functions and the intuitive operation of the software. With its flexible architecture and innovative technology, e-AMIS enables the efficient management of investments. Portfolio managers and investment advisors use e-AMIS to increase the quality of advice and to ensure optimal customer care.

There is a consensus that innovation is positive and essential for survival in the rapidly changing and highly competitive financial industry.

However, budget and capacity constraints lead to insufficient innovation.

Although these two factors are always limited, innovation can be strengthened by increasing efficiency and decoupling innovation from scarce resources.

Instead of focusing on one selected innovation, it makes more sense to implement several innovations with the same resource capacity and test their market success.

By using IAP, your teams can innovate faster and more efficiently, putting you one step ahead of the competition!

Whether Open banking or Open wealth, we offer a solution: our best-in-class data processing software processes your transactions at lightning speed, up to 98% automated and with the highest quality.

The REST API driven access to your booked financial transaction positions (portfolios, positions) also allows you to submit the data directly to our PMS or to any third-party front-end system of your choice (financial accounting, treasury, tax tool or others).

Our state-of-the-art portfolio management tool. A highly flexible data model that simultaneously fulfills your regulatory requirements.

The modular structure allows a customized design of the tool and thus a maximum optimization of your processes: Investment Reporting, Compliance Monitoring, CRM and more. The advantages:

- Ready-to-use-portfolio management

- Market-compliant CRM

- Unlimited connections