Partners

We work with a network of highly qualified partners. Our customers benefit from this.

numas SA (Member of the Allocare Group)

Founded in 2016, numas SA is a start-up in the fintech industry that is located in the heart of Zurich. 8 employees from the fields of IT, data management, legal and HR support customers from all over Switzerland in the procurement, processing and export of all kinds of information.

numas SA is a subsidiary of Allocare Holding AG since July 2021.

Contact at numas: Patrick Schellenberg (patrick.schellenberg@numas.ch, +41 44 521 11 49).

Complementa AG

Complementa has been providing investment reporting services to institutional and large private investors for more than 30 years. And for almost 20 years, the independent company with locations in St. Gallen, Zurich, and Frankfurt has been using our tools Allocare AMS and Allocare WEB to provide these services.

Contact at Complementa: Alain Baldo (alain.baldo@complementa.ch, +41 71 313 84 42).

Consaltis Solutions GmbH

As a service provider based in Buchs, St. Gallen, Consaltis offers services for data management and investment reporting with our tools Allocare AMS and Allocare WEB on its own platform.

The headquarters of the Consaltis Group is located in Vaduz (Liechtenstein).

Contact at Consaltis: Oliver Waldherr (owaldherr@consaltis.com, +423 233 10 43).

IOC Group AG

IOC Group AG supports asset managers and family offices in the area of compliance, investment controlling, data and risk management and reporting. This addresses primarily but not exclusively the requirements Swiss asset managers have in light of new Swiss FINIG and FIDLEG legislation. The core of the service is based on the software Allocare AMS. The IOC WEB tool developed with IOC Group AG is at the center of the solutions offered. With a modular service approach, IOC Group AG, aims to manage regulatory requirements as cost-effectively as possible working and closely with the asset managers clients.

Contact person at IOC Group: Simon Hurwitz (info@ioc-group.ch, +41 44 552 84 64).

Microsoft Schweiz GmbH

Our products Allocare AMS and Allocare WEB are based entirely on the latest Microsoft technology (Windows operating systems, Windows servers, .NET framework).

Allocare AG has been an official partner of Microsoft for close to 20 years.

OpenWealth Association

Allocare AG is member of the OpenWealth Association.

The OpenWealth Association's mission is to strengthen Switzerland as a financial hub and innovation centre by connecting financial institutions, WealthTechs and other service providers, and by setting the Open API standard for a global wealth management community. Furthermore, the association aims to foster the exchange of expertise among its members and with third parties, as well as to cooperate with organizations of similar nature in Switzerland and abroad.

SIX Financial Information AG

As an internationally active market data provider, SIX has been an Allocare partner for many years.

Many of our customers automatically load instrument master data, prices, FX rates, and various reference data into their own Allocare AMS systems via SIX VDF (Valor Data Feed) or SIX LRDS (Limited Reference Data Service) on a daily basis.

Our proven interfaces are constantly being expanded to meet new requirements.

Contact at SIX in Zurich: Markus Benz (markus.x.benz@six-group.com, +41 58 399 53 31).

Contact at SIX in Frankfurt: Thorsten Hammel (thorsten.hammel@six-group.com, +49 69 717 00 221).

YSMA AG

YSMA AG is a family office founded by Dr. Sibylle Peter, based in Zurich.

Sibylle Peter (sibylle.peter@ysma.ch, +41 79 669 80 65) supports us in the areas of business development, marketing, and communication in Switzerland and Germany/Luxembourg.