Products

With Allocare AMS, Allocare WEB and various add-on modules as well as interfaces, we provide a comprehensive product range along the value chain in wealth & asset management.

Allocare AMS

The right solution in a changing environment and industry

Allocare AMS is a standard wealth & asset management software that offers many customization options in order to fully meet the requirements of a modern portfolio management software at any point in time.

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Allocare WEB

Access the portfolios everywhere & at any time

The web front-end Allocare WEB is the ideal complement to our portfolio management software Allocare AMS. In your look & feel, you offer your employees and clients an individual and customized access to the relevant data via Internet.

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Allocare CLOUD

The Swiss solution

Allocare CLOUD provides you with a comprehensive system solution as "Software as a Service (SaaS)". This is particularly suitable for asset managers who are looking for a software system for CRM, portfolio management and reporting but do not want to operate this in-house. Allocare CLOUD is multi-client capable and all data is stored and processed in Switzerland.

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Allocare DASH

The Management Cockpit

Whether portfolios, clients, AuM, profitability, or performance – aggregated, filtered according to various criteria such as relationship manager, custodian bank, risk profile, client domicile country, or analyzed in detail – only with precise and up-to-date data can opportunities and risks be identified and the right strategic course set.
Allocare DASH visualizes the necessary information – up-to-date, understandable, and easily accessible at any time.

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Modules

Our standard software Allocare AMS can be supplemented with additional modules. We are constantly developing these and create new modules, in line with regulatory developments in the financial industry and the needs and requirements of our customers.

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Interfaces

Your connection to the outside world - our interfaces

Our universal GDF import/export interface connects Allocare AMS with the outside world.
Transactions, orders, master data, prices and exchange rates from different providers and custodian banks are automatically loaded into Allocare AMS or exported from there into other systems, if needed.

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Allocare WEB - Demo Access

Request an access to our demo system.

Demo Access