Alphasys implements an interface to the data feed of research provider theScreener for its portfolio management solution. With the integration of the financial analyses and ratings into the Netfolio system, new usage possibilities arise for the users.
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OpenWealth Association founded in Switzerland - February 2021
Leading companies from the financial and wealth management industry work together on standardized APIinterfaces. Alphasys is a founding member of the OpenWealth API standardization initiative, which became an association on Friday, Feb. 12, 2021.
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Launch NetfolioCRM - July 2016
Strengthened regulations in the area of compliance for asset management require stricter management of customer data. Alphasys has
developed a comprehensive, browser-based CRM solution.
read press release (only available in German)
Automatische Erfassung von Bankbelegen - mit der ScanEngine - Februar 2012
Die Vermögensverwaltung ist mit einer Flut von Bankbelegen verbunden. Unterstützung bei der Verarbeitung bietet unsere neu entwickelte Software: Die ScanEngine erledigt bis zu 80 Prozent der repetitiven Arbeiten und revolutioniert die traditionelle Erfassung. − Eine Branchen-Neuheit.
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