Skip to main content
  • Allocare AMS

Banks

We have been working for banks since our foundation. Allocare AMS and Allocare WEB are used worldwide in asset servicing, asset management and private banking.

The high scalability and direct interfaces to core banking systems as well as other applications enable an efficient and effective integration of our solutions into the various system landscapes.

Allocare AMS is mostly but not exclusely used for the administration of funds and fund savings plans and, in particular, for asset reporting for all customer groups (private, UHNWIs and institutional). Additionally, various compliance requirement checks are covered within Allocare AMS.

By means of Allocare WEB, banks offer their customers digital access to their assets. Dashboards and flexible evaluations enable up-to-date performance and risk monitoring available any time.

Selected references are:

  • Cornèr Banca, Lugano
  • Graubündner Kantonalbank, Chur
  • UBS Asset Servicing, Zurich | Frankfurt | Luxembourg | Singapore | Hong Kong

On request we will be happy to provide you with contact details or give you references.

Allocare AG
Kantonsstrasse 3 | CH-6246 Altishofen
+41 62 748 65 65This email address is being protected from spambots. You need JavaScript enabled to view it.
Allocare Data AG
Signaustrasse 10 | CH-8008 Zürich
+41 44 521 11 40 | This email address is being protected from spambots. You need JavaScript enabled to view it.