general financial > providers from switzerland

You take care of your customers, we take care of the checkout and the rest. Arcavis makes your work easier, day after day! Optimize the processes in your company with our complete software solution for the retail trade - and save time and money! The software from the cloud is innovative, secure, always on the move and, above all, flexible. You decide what you need! Whether it's a cash register system, inventory management, marketing or a fashion solution: all modules can be booked individually, together or one after the other. This is how we find the right solution for you too. It doesn't matter whether you run a boutique, a watch & jewelery shop, a grocery store, a fashion store, a bakery or health food store, a large company or several branches. With the POS solution Arcavis and the reliable support of Baldegger+Sortec AG you are always right!

With the data refinery box, we refine all data - regardless of the format, from various internal and external sources. Functionally self-contained, she interprets and controls, cleans and consolidates existing data. And not on isolated business cases only, but as a link between data, business cases and users.

The data refinery box can be integrated into the software, into the kernel or via existing API. She works in the cloud or in the hybrid approach, according to the "as a service" model, and provides security and transparency thanks to the security layer.

The services and products are generally offered White Labeled.

- Cost accounting for health care companies

- Company wide reporting

The Digital Banking Suite takes your #eBanking to a new level. Offer your #banking customers an unprecedented #customerexperience with innovative features.

✔️ Multi-channel app: PC and mobile app from a single source.

✔️ The + for investors: portfolio simulator with historical and #real-time data.

✔️ User experience like in social media with timeline

✔️ Chats & Bots: with digital assistants for top customer service 24/7

✔️ Digital marketing functionalities, seamless in-app purchases

✔️ DataHub: comprehensive API catalog for integration into banking IT.

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.

calculo - intelligent fee management

Automate fee processing with a single platform. calculo manages, calculates, controls and processes all types of incoming and outgoing fees for you. User-friendly, audit-proof and efficient.

Benefits at a glance:

- Transparency and traceability of all invoices

- Unburden your employees

- Reduce errors and costs

- Meet audit, compliance and risk management requirements

- Easily comply with legal and regulatory requirements

Possible applications:

- Product fees

- Partner fees

- Calculation Methods

What you can expect from calculo:

- Fee calculation

- Fee automation

- Reporting & Analysis

- Traceability & Security

- Compatibility

- Flexibility

- Intuitive system based on the latest technologies

gastronovi Office is a cloud software solution that maps the entire catering process in various modules. It is no longer necessary to install local software, but all data is stored centrally, securely and with daily backups on servers in certified German data centers. This means they can be reached at any time and from anywhere. A normal browser is sufficient to use the complete software. Away with heavy, local and maintenance-intensive systems - the cloud is the future - fair, secure and always accessible.

With amnis, businesses can open local foreign currency accounts in EUR, CHF, GBP, USD, and CAD under the company’s name to facilitate local payments, with SWIFT fees waived. If local payment systems are unavailable, SWIFT transfers can be used. Additionally, customers benefit from free, real-time transfers within their own PEER network around the clock. Uniquely, amnis also offers interest on EUR, USD, GBP, and CZK accounts, allowing SMEs to earn cashback in more than just their local currency.

A direct connection to financial networks can be achieved easily and highly integrated with IFG. Having full control and freedom over functionality and scope in your own hands can also save costs.

isiapps is an ERP designed and developed to provide a new kind of user experience with excellent efficiency and simplicity. Its intuitive and modern interface adapts to different types of media (mobile, tablets, computers).

Its "full web" approach based on the latest technologies gives it total scalability.

isiapps is an essential companion for any SME wishing a global and modular application with real added value.

isiapps offers :

#general accounting, #auxiliary accounting, #analytical accounting, #wages, #invoicing, #trade, #suits, #robots, #invoice QR recognition, #PEP management, #etc.

The amnis multi-currency debit card is a debit card that allows you to make purchases in foreign currencies and conveniently manage various foreign currency accounts. You can also trade foreign currencies at weekends (24/7) and receive payments in over 20 currencies from more than 180 countries to your own foreign currency accounts. With 0% foreign exchange and transaction fees, the amnis multi-currency debit card is the easiest way to minimise your transaction and foreign exchange costs.

With amnis, you can order more than 500 virtual and physical corporate debit cards for your entire business. Functions such as the management of administrator and user rights, customised limits, export and import options for simplified accounting and expense management, fast deactivation and reactivation of cards, real-time monitoring and a user-friendly dashboard ensure maximum security and transparency.

Learn more: https://amnistreasury.com/business-debit-card/

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.

Limited companies with registered shares are obliged to maintain a share register. Only registered share­ holders may exercise their voting rights at the General Meeting.

Nimbus AR® is a comprehensive standard application for the professional management of share registers. With Nimbus DX, the electronic interface for data exchange between share registers and SIX SIS AG, data is automatically processed in the share register.

Nimbus operates the solutions suite from its own data centre, provides the necessary hardware and software resources, guarantees secure access to authorised persons and is responsible for data backup.

The issuer can choose to maintain the share register itself using Nimbus’s Application Service or take advantage of the Business Process Outsourcing service and let Nimbus take care of the management of its share register. With Nimbus AR®, precise and legally compliant share register becomes a matter of course.

Nimbus GV® is a service package that allows public limited companies to conduct their general meetings professionally and in accordance with Swiss law. A general meeting is the highest body in a public limited company. It is also provides a platform for communication between the board of directors and management and the shareholders. In order to ensure that the shareholders’ meeting is legally compliant and efficiently run, Nimbus assists customers precisely where they need it most.

More and more companies use our wireless voting system Nimbus VS (VotingSystem), which contributes to good corporate governance. Nimbus VS consists of modern voting equipment that allows shareholders to express their opinions at the press of a button. Within seconds, the integrated software collects the voters’ expressed preferences, and evaluates and presents the results.

With Sharelog, Segetis has developed high-performance share register software which is based on ultra modern technological standards and is regularly updated. All modules of the software are fully integrated and allow you to work without an interface.

Sharelog has an electronic connection to SIX SIS and supports AREG data.

With the Smoohscan App you can scan your payment order and automatically transfer the payment information to your e-banking. The technology of the product can be licensed for use in your own app.

A Real Estate Portfolio Management System enables the real estate actors to eliminate manual processes, leverage better insights through analytics data, and improve returns by focusing on long-term strategies. Don’t rely on antiquated software systems, spreadsheets and manual processes to manage your assets.

With STREETS improve your assets visibility, refine data-driven strategic decisions and decreased your portfolio risks.

- Create insightful report

- Hack your growth

- Develop your portfolio

- Gain control of your data

- Improve data integrity

With the SQA revision software certified in accordance with PS 870 (“Testing of Software Products”), revision orders can be optimally and efficiently carried out in accordance with the legal requirements in accordance with SER 2015. It was designed by experienced auditors and is continuously adapted to practical needs and further developed in terms of quality. With "SQA" no time-consuming training is necessary because it is not very complex and impresses with its user-friendliness.

Swiss21 is an ERP system for Swiss SMEs, clubs and companies. With our platform, you can start digitising your business for free and it will save you an enormous amount of time. We offer an invoicing programme with automatic accounting, a payroll programme, an e-commerce, a CRM and a mobile application for managing expense reports.

TaxWare is a powerful software solution for finance, tax and pensions, specially developed for tax, fiduciary, financial and pension professionals. With an intuitive user interface, it always offers up-to-date tax calculations for the whole of Switzerland, comprehensible simulation models and informative graphics. These functions make it possible to reduce the amount of time and effort spent on advice and at the same time increase the quality of the advice provided.

By using TaxWare, professionals in financial and tax consulting can work more efficiently and offer their clients well-founded recommendations based on current data and analyses.

With XENTIS DirectOrder, we present the first module of our product strategy "XENTIS 8": lean web applications, implemented with state-of-the-art technologies that focus on a specific use case in order to make it as efficient and user-friendly as possible.

XDO allows users to follow the lifecycle of their orders "live". From order creation to pre-trade investment limit checks to (partial) execution, the user is always informed about the current status. In addition, it is always possible to display the current composition of a portfolio including cash and securities positions.

Since XDO is offered as a SaaS solution, use and operation do not tie up any additional resources on the customer side. As a native cloud solution, the service can be scaled as required to meet the customer's needs.