Our portfolio management software Allocare AMS offers you the technological prerequisite to keep your customers' assets under control at all times and to manage them comprehensively. The modular software offers the right solution for the various tasks at hand. areas of application.
Allocare AMS supports your daily work efficiently, from onboarding to ongoing customer care and reporting. It makes sure that your business processes are adhered to, that you meet regulatory requirements, and that you can provide evidence of these requirements.
All data is held centrally and is available to authorized users according to your access model. Comprehensive analysis methods support you in evaluating performance and risk at every level. Flexible reporting options for customers, compliance & risk as well as the management of your company round off the product.
Allocare AMS can be efficiently integrated into existing IT system landscapes, it is cloud-enabled and has standard interfaces to common market data providers, core banking systems and a large number of custodian banks.