Credit Suisse and LGT Bank join the OpenWealth Association
As a founding member of the OpenWealth Association, we are very pleased that Credit Suisse (Switzerland) Ltd. and LGT Bank have joined the OpenWealth Association.
Alphasys integrates data feed from theScreener
With the newly developed interface, Netfolio users now have the option of receiving theScreener's stock, fund and ETF ratings integrated into the portfolio management system. The data is imported into the Netfolio database via an XML interface and can then be used easily and efficiently in various views within the application.
Android-Version Netfolio App
As announced, the Netfolio app is now also available as an Android version for portfolio holders.
Are you an asset manager looking for a modern solution for your end clients? Get in touch, we will be happy to provide you with information. Tel. 052 268 68 00.
Alphasys is a founding member of the Open Wealth Association
We are very pleased to be part of the OpenWealth project. Together with our partner companies, we are moving the concept of Open Banking forward in Switzerland.
Cooming soon: Android Netfolio APP
You can look forward to the Android version of the Netfolio app. This will be available from mid-March.
Revision NetfolioCRM Compliance tool
We have revised the content and look of our integrated, full-fledged compliance tool. NetfolioCRM is now even more attractive and user-friendly.
Together with St. Galler Kantonalbank and synpulse we are working on the future of the Swiss financial center.
Today, information is accessed more and more via cell phone or tablet. We now offer our customers an APP for end customer access.
Netfolio in times of the corona virus
The coronavirus continues to spread, bringen uncertainty and fear. All over the world, companies are trying to make the best of the difficult situation. At present, those who can use their data regardless of location are in an optimal position. With Netfolio's service center solution, managed assets can be accessed at any time via home office, tablet or mobile, and the company can react to volatile markets.
By connecting the CDDS API, Netfolio users are now able to periodically check their customer base against sanctions lists, Interpol and PEP lists.
Vermögensverwalter Guide 2019
Alphasys presents Netfolio and other services in the Asset Manager Guide 2019 of the Lucerne University of Applied Sciences and Arts, Institute für Finanzdienstleistungen Zug IFZ. In addition to exciting insights into the market situation in Switzerland, you will find information about us and our products on pages 100 - 103.
The future belongs to the aggregators
With the article "The future belongs to the aggregators" 10x10 takes an exciting look into the future and shows how relevant the topic of Open Banking is for the Swiss financial market.
Die Integration von theScreener in Netfolio® ermöglicht die direkte Verknüpfung von aktiven Depotbeständen mit quantitativen Analysen und Einschätzungen.
swiss made software-Label
Alphasys is now officially a proud holder of the swiss made software + hosted in switzerland label.
Further interfaces for Netfolio®
The number of interfaces of our Netfolio® portfolio management system continues to grow. In recent months, interfaces to acrevis Bank AG, Swissquote and Bank Linth LLB AG habe been added.
In 2018, we successfully introduced MiFIR Transaction Reporting to over 30 clients in 7 countries.
VQF fair independent asset managers
Alphasys' first participation in the VQF Academy event on 21 November 2018 at the Hotel Widder in Zurich was a complete success.
Dashboard and Widgets
The Netfolio dashboard has been refined and currently includes 21 different widgets ranging from my clients' birthday lists to outliers, bandwidths overruns, loss thresholds, etc.
Due to the creativity of our customers, the dashboard is constantly updated with new widgets.
Migration SWOffice to Netfolio
The first Migraton from SWOffice to Netfolio took place successfully. Would you like more information? Please contact us on 052 268 68 00.
Participation 2nd VQF fair independent asset managers
MiFIR Transaction Reporting with NetfolioMiFIR
Currently the delivery to the following regulators is possible:
AFM (Netherlands), BaFIN (Germany), CySEC (Cyprus), CentralBank of Ireland, FMA (Liechtenstein);
ARM (Approved Reporting Mechanism): Athex (Greece), UnaVista (London).
Markets in Financial Instruments Regulation (MiFIR)
Cooperation with Investment Navigator
We are pleased to announce the cooperation with Investment Navigator.
Investment Navigator is a platform for intelligent cross-border suitability checks.
Ensuring sales suitability is becoming more complex with increasing regulatory requirements (MIFID, FIDLEG, KAG etc.). Cross-border advisory can quickly lead to greater challenges. The Investment Navigator supports Netfolio customers in their consulting processes.
UBS ProFIM Expo
On May 22, 2017, the first UBS ProFIM Expo took place at Grünenhof Conference Centre in Zurich.
See some of the expo’s highlights here.
UBS ProFIM Expo
On May 22, 2017, the first UBS ProFIM Expo will take place at Grünenhof Conference Centre in Zurich. Meet us there!
More informative, better overview and in responsive design of course. Our web appearance in a new design offers extensive information to all interested parties, clients and partners.
The integrated, fully-fledged compliance tool, called NetfolioCRM, has been launched successfully!
NetfolioCRM is available also as a standalone solution.
NetfolioCRM-development progressing as planned
Our new development of the integrated CRM-Software for asset management with name NetfolioCRM is at an advanced stage. At beginning of 2017 the extensive, browser-based CRM solution will be ready for use.
Netfolio new with responsive web design
As of today, Netfolio is equipped with responsive web design. It doesn’t matter if you access Netfolio from your desktop PC, notebook or Tablet: the new technology ensures that Netfolio presents you the convenient content in a clear and user friendly manner.
Migrations from other portfolio management systems
In just a short amount of time, we can integrate existing solutions into our system environment. Find out how data from other systems can be transferred automatically.