Various asset managers and family offices in Switzerland and abroad use Allocare AMS and Allocare WEB to support their clients and manage investments along the entire value chain. The range of functions extends from CRM and portfolio management to reporting and automated billing of management and performance fees. In addition, we support asset managers and family offices with customised services, depending on their internal organisation, available resources and orientation.
Since 2021 our sister company numas SA can support wealth & asset managers and family offices with various data management services.
Selected references are:
On request we will be happy to provide you with contact details or give you further references.
In the factsheets you will find case studies of the use of Allocare AMS and Allocare WEB by wealth & asset managers.