News

March 22, 2021
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.

February 18, 2021
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.

February 2, 2021
Cooming soon: Android Netfolio APP

You can look forward to the Android version of the Netfolio app. This will be available from mid-March.

November 20, 2020
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.

August 11, 2020
OpenWealth API

OpenWealth interface

Together with St. Galler Kantonalbank and synpulse we are working on the future of the Swiss financial center.

July 3, 2020
Netfolio APP

Today, information is accessed more and more via cell phone or tablet. We now offer our customers an APP for end customer access.

6. April 2020
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.

December 1st, 2019
Connection CDDS-API

By connecting the CDDS API, Netfolio users are now able to periodically check their customer base against sanctions lists, Interpol and PEP lists.

July 16, 2019
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.

June 24, 2019
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.

10. Mai 2019
theScreener

Die Integration von theScreener in Netfolio® ermöglicht die direkte Verknüpfung von aktiven Depotbeständen mit quantitativen Analysen und Einschätzungen.

February 21, 2019
swiss made software-Label

Alphasys is now officially a proud holder of the swiss made software + hosted in switzerland label.

January 31, 2019
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.

December 30, 2018
NetfolioMiFIR

In 2018, we successfully introduced MiFIR Transaction Reporting to over 30 clients in 7 countries.

November 22, 2018
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.

September 24, 2018
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.

Juni 12, 2018
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.

April 16, 2018
Participation 2nd VQF fair independent asset managers
We look forward to attending the second VQF Academy Fair on November 21, 2018 at the Hotel Widder in Zurich.
 
January 25, 2018
MiFIR Transaction Reporting with NetfolioMiFIR
From 2018, the ‘Markets in Financial Instruments Regulation’ (MiFIR) will require investment firms based in the EU or EEA to report transactions with financial instruments. To comply with this new regulation, we have developed a secure interface for independent asset managers or financial intermediaries (FIMs).
 

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).

Learn more

October 10, 2017
NetfolioMiFIR

Markets in Financial Instruments Regulation (MiFIR)

The MiFID II Financial Market Regulation and the MiFIR Regulation will be officially applied from 3 January 2018. Investment firms that do business with financial instruments now have a reporting requirement for transaction data. We will be adding Netfolio to the interface "Transaction data message MiFIR" by mid-December 2017.
August 11, 2017
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.

May 23, 2017
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.

 

April 20, 2017
UBS ProFIM Expo

On May 22, 2017, the first UBS ProFIM Expo will take place at Grünenhof Conference Centre in Zurich. Meet us there!

31 March, 2017
New Homepage

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.

January 5, 2017
NetfolioCRM live!

The integrated, fully-fledged compliance tool, called NetfolioCRM, has been launched successfully!

NetfolioCRM is available also as a standalone solution.

 

November 24, 2016
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.

September 15, 2016
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.

 

August 31, 2016
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.