Portfolio Management Software

Allocare AMS and Allocare WEB

Our standard products Allocare AMS and Allocare WEB fulfill the requirements to support all processes in asset management.

Our tools and their interfaces are optimally designed to provide CRM information, portfolio analysis, order processes, pre- and post-trade checks of investment limits, performance and risk measurement with comprehensive, detailed reports of all kinds. Data retrieval can be done on desktop, tablet or mobile.

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Allocare AG

We are close to our customers, live Swiss quality culture and are constantly developing to offer our clients innovative product solutions and services.

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Press | 01 | 2023

Article finews

The Swiss software manufacturer Allocare has appointed a new head of technology. His assignment is to further develop the products for the asset and wealth management areas.

At the beginning of the year, Swiss software manufacturer Allocare Marco Röösli has joined the company as head of development. As chief technology officer (CTO), he is a member of the executive board and will lead several software development teams, according to a January 31, 2023, press statement.

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FOUNDATION YEAR

2001

EMPLOYEES

50+

INSTALLATIONS

50+

COUNTRIES

10+

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