If you do not want to run our software "in house", we can offer you Allocare CLOUD as an alternative solution. The multi-client platform is based on Allocare AMS and Allocare WEB and is operated by us in Switzerland.
The necessary functionalities are available to all your employees (portfolio managers, client advisors, compliance officers and back office) according to their needs and can be used efficiently. The spectrum is broad and includes, for example:
- Online access (read-only or read & write)
- CRM such as checklists and notes from FIDLEG/MiFID-based client meetings
- Order entry, order release and order control according to your individual order processes
- Performance measurement according to various methods, also for private equity investments
- Compliance and risk management as well as AML checks pre- and postrade (e.g. investment limit checks, transaction monitoring, suitability and appropriateness of investments according to the individual risk profile of your clients, etc.).
- Review of fund laws for various jurisdictions as well as review of individual fund rules
Allocare Data AG
Patrick Schellenberg
Tel. +41 44 521 11 40