Alphasys IT Services
HQ Address
Untertor 2, 8400 Winterthur, Switzerland
Website Address
Business introduction
Asset management can be so simple
Swiss company Alphasys combines IT expertise with know-how from the financial world
Alphasys - Your IT partner for asset management
Alphasys is a dynamic software enterprise. With Netfolio, we have developed a software solution for in-depth and professional asset management. We also provide our customers with the appropriate IT infrastructure and additional services. Our goal is to minimise your administrative effort so that you have more time for your core business.
The specialists at Alphasys combine sound knowledge of the financial sector with proven know-how in information technology. The company was founded in 2003 and is still managed by the owners. With the "Netfolio" portfolio management system, we have developed a solution that meets the highest requirements for convenience, security and compliance.
Alphasys IT Services Solutions
Netfolio®
In addition to software for asset management, Alphasys offers its customers comprehensive services up to and including document processing. This leaves more time to focus on the core business. The Netfolio portfolio management system has developed over the past decade into a comprehensive, modern software for asset management. Alphasys continually incorporates......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
NetfolioCRM
Alphasys has developed a comprehensive, browser-based CRM solution. The tool simplifies processes, improves efficiency, and fulfils the requirement to "Know your customer". Most portfolio management systems (PMS) do not offer a tool for customer relationship management (CRM), and those that do offer a simple tool generally integrated into the interface. Person-specific......
business needs
NetfolioMiFIR
To comply with this new regulation, Alphasys has developed a secure interface for independent asset managers or financial intermediaries (FIMs). NetfolioMiFIR enriches the data (which are either sent electronically or entered manually) with MiFIR-related data and forwards them directly or via an ARM (Approved Reporting Mechanism) such as UnaVista to the......
business needs
Reporting
Netfolio allows you to customise reports for individual or consolidated portfolios for any desired reporting period. Groupings across different portfolios are also possible. Thanks to the detailed expense, fee and tax amounts per transaction, an exact cost statement can be prepared for each custodian bank. If required, hidden costs like......
business needs
ScanEngine
ScanEngine is ideally suited to document processing for banks and asset managers not connected to a system for the electronic exchange of messages, such as SWIFT. Without ScanEngine, the flood of document data must generally be entered manually, which requires an enormous amount of time and effort. In order to......
