Company

How we think and who we are!

Values

Software for Asset & Wealth Management

Customer-oriented

We maintain close relationships with our customers, based on mutual trust, fairness and respect.

Our customers

Swiss Quality

We ensure the highest quality of our software by designing and developing exclusively in Switzerland.

About us

Agile and flexible

Our team of analysts, software developers and finance experts provide you with the level of assitance tailored to your needs.

Our services

Constant development

We continuously develop our solutions driven by the envolving demands of modern portfolio management.

Our products

About us

We are a Swiss software company. Over 40 software developers, business analysts, and financial experts work in both Altishofen (LU) and Zurich. Here professional, highly specialized teams develop innovative solutions around the proven Allocare AMS asset management software.

Emerging from our spin-off in 2001, the ownership structure of the majority of shares has changed several times since then. After a management buyout in January 2017, we are proud management holds 100% of the capital.

Our customer portfolio consists of over 50 customers, most of whom have been with us for many years, in various segments in Switzerland and abroad.

Our principles

We aim to remain one of the leading suppliers of asset and wealth management software in Switzerland. Continuous and innovative development of our product is therefore crucial. We intend to increase our market share in neighboring countries and build on our Swiss qualitiy approach to optimally meet the constantly growing regulatory requirements in the financial industry.

We want to be a consistent, reliable business partner for our customers. The focus is on close cooperation, even in difficult times and critical project situations.

Teams

Management

Peter Staub

lic. oec. HSG
CEO
peter.staub@allocare.com

Jakob Kamm

Ingenieur ETH
Head Professional Services
jakob.kamm@allocare.com

Horst-Dieter Mast

Dipl. Informatiker
Head Development
horst-dieter.mast@allocare.com

Doris Meier

CEFA, Dipl. Finanzanalytikerin & Vermögensverwalterin
Head Business Development
doris.meier@allocare.com

René Wey

Dipl. Techniker HF Informatik
Head Support & IT Services
rene.wey@allocare.com

Sales / Presales

Interested in our product? The sales staff will present our standard software to you and show you optimal, efficient solution processes for using it to map your specific requirements.

sales@allocare.com

David Popp

CFA
Sales / Presales
T +41 62 748 65 63
david.popp@allocare.com

Peter Staub

lic. oec. HSG
CEO
T +41 62 748 65 65 (Zentrale)
peter.staub@allocare.com

Support

Questions on daily use of the software? The members of the support team will help you –
quickly, competently, and easily.

> Support

René Wey

Head Support & IT Services

Pio Reuter

Customer Support & Quality Assurance

Christoph Steiner

Customer Support

Stefan Schönenberger

Customer Support

Professional Services

Consulting, software introduction, other needs? This team is on site for you and helps our customers with implementations, individual adaptations, and further development projects.

Business Development

The requirements in the financial industry are changing faster and faster. Our employees in Business Development follow these trends and support the corresponding further development of our standard software products.

Development

The Development department is our flagship. More than half of our employees take care of the innovative further development of our solutions. This includes business analysts, SQL database specialists, application developers, report designers, and interface professionals.

Business Operations

Our employees in Business Operations are responsible for all administrative concerns. However, they will also answer your calls or welcome you at our reception.

info@allocare.com