We are a Swiss company that has been developing and implementing software in the field of wealth and asset management since 2001. More than 40 employees, mainly software developers, business analysts and financial experts, work at our two locations in Altishofen (LU) and Zurich. Our professional and highly specialised team develops innovative solutions around our proven standard software products Allocare AMS and Allocare WEB.
We serve over 50 clients, most of them long-standing, in Switzerland and abroad in the banking, insurance, asset and wealth management, family office, pension fund and consulting sectors. The company is owned by our management.With numas SA, we also have a sister company which, with its 10 employees, deals exclusively with data management and platform services and provides numerous services on the subject of "data" for our and its own customers.
close to the customer
agile and flexible
We want to remain one of the leading providers of wealth and asset management software in Switzerland and further expand our market position. Our focus is therefore on quality "Made in Switzerland" and the continuous and innovative further development of our products. Our existing and future clients at home and abroad are the linchpin of our activities: we are always a reliable and fair business partner for them, especially in difficult times and critical project situations. Our multilingual team supports clients in all matters relating to investment management and the associated services in the back and front office.
Do you have any questions?
Are you interested in a meeting or a non-binding offer? Feel free to contact us here!