Allocare
HQ Address
Kantonsstrasse 3, CH-6246 Altishofen, Switzerland
Website Address
Business introduction
A demanding environment...
... an appropriate solution
Allocare – an independent Swiss company with more than 40 employees – has been developing asset management software for performance, risk and compliance since 2001.
The professional standard software package Allocare AMS has been continuously enhanced and is successfully used by more than 50 end clients in various countries across a number of industry segments such as banks, insurance companies, corporates, institutional investors, family offices, fund managers and independent asset managers.
Allocare AMS and Allocare WEB meet the high quality standards in asset management, such as portfolio analysis, coverage of the entire investment process including electronic order routing, compliance monitoring (pre- & post-trade), risk management (VaR), browser-based web access, and integrated client reporting.
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. All data is hosted and processed in Switzerland. Allocare Data offers you professional data management, regardless of which system or which custodian banks you use.
Allocare Solutions
Allocare AMS
Portfolio Analysis Detailed on the fly analysis on portfolio or any consolidation level, portfolio comparison, various ratios incl. drill-down functionality (fund of funds), full breakdown flexibility. Trade Order Management Simulation, single and collective orders, block orders, rebalancing against model portfolios, cash sweeping. Compliance Monitoring Rule sets (BVV2, KAGB/DerivateV, VAG, UCITS V, InvFG) for CH, DE,......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Allocare CLOUD
This is particularly suitable for asset managers who are looking for a software system for CRM, portfolio management and reporting but do not want to operate this in-house. Allocare CLOUD is multi-client capable. All data is hosted and processed in Switzerland. Based on Allocare AMS and Allocare WEB, Allocare CLOUD......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Allocare Data
Their services are an excellent complement to ours. This allows us to realise various synergies in serving our clients. Founded in 2016, numas SA is a start-up in the fintech sector based in Zurich. The company supports clients, in particular family offices and asset managers at home and abroad, in the......
business needs
Allocare WEB
Allocare WEB is the online information and reporting tool for investors and asset managers. It is a competitively priced solution for fast and secure online access via the internet to an Allocare AMS database in your corporate look and feel. Optimized access also via Tablets (iPad and Android). Allocare WEB offers......
