Allocare AG, Kantonsstrasse 3, CH-6246 Altishofen
Tel. +41 62 748 65 65, Fax. +41 62 748 65 66
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Allocare AG, Stampfenbachstrasse 138, CH-8006 Zurich
Tel. +41 44 368 31 00, Fax. +41 44 368 31 09
 
Company Profile
 

Our Company

Allocare AG is a leading producer of asset management software. Its professional standard package Allocare AMS
is successfully used by banks, insurance companies, institutional investors, fund management companies, asset
managers and family offices in Switzerland and abroad. Allocare AMS meets the highest quality standards in asset
management, such as analysis, order processing, client reporting, risk management (VaR) as well as constraints
monitoring (BVV2, KAGG, InvG, DerivateV, UCITS). It has already been integrated into various existing system
environments.

The Swiss company employs at its headquarters in Altishofen (Lucerne) and at its subsidiary in Zurich currently over
30 employees, thereof half in development. The German subsidiary is based in Frankfurt a/M.


Our Products

Allocare AMS (Asset Management Suite)

Allocare AMS TOM (Trade Order Management functionality of Allocare AMS)

Allocare AMS Web (Access to Allocare AMS data via web browser)

 

Our Services

Development (Allocare AMS, Allocare AMS Web, Interfaces)

Consulting (Analysis, Concept)

Integration (Implementation, Project Management)

Support (Allocare AMS, Allocare AMS Web, Interfaces)

 

Our Experience

Our team of financial experts and software development specialists has many years of experience in asset
management. The asset management solution is continuously being enhanced and guarantees a successful
deployment.