Portfolio Management Software

Allocare AMS and Allocare WEB

Our standard products Allocare AMS and Allocare WEB fulfill the requirements to support all processes in asset management.

Our tools and their interfaces are optimally designed to provide CRM information, portfolio analysis, order processes, pre- and post-trade checks of investment limits, performance and risk measurement with comprehensive, detailed reports of all kinds. Data retrieval can be done on desktop, tablet or mobile.

Products

Allocare DASH

The Management Cockpit based on Allocare AMS data.

Allocare AG

We are close to our customers, live Swiss quality culture and are constantly developing to offer our clients innovative product solutions and services.

About us