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.
The integration of theScreener into Netfolio® enables the direct linking of active portfolio holdings with quantitative analyses and assessments.
swiss made software-Label
Alphasys is now officially a proud holder of the swiss made software + hosted in switzerland label.
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 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.