The quality of the anonymous data sent to Performance Watcher every day is essential. Over the years, we have established privileged relationships with specialized software publishers. They guarantee quality data at the highest standard of Performance Watcher and, for some of them, even integrate Performance Watcher information directly into their application.
Feel free to contact us if you would like to become a Software Partner.
Allocare is an independent producer of asset & wealth management standard software. Its professional standard packages Allocare AMS and Allocare WEB are successfully used by banks, institutional investors, fund management companies, asset managers and family offices in Switzerland and abroad. Allocare AMS and Allocare WEB are perfect for portfolio analysis, order management, pre and post-trade compliance monitoring and risk measurement (VaR), as well as browser-based web access (including tablets) and comprehensive, detailed customer reporting. The data delivery to IBO performance watcher or a performance check in Allocare WEB have been successfully integrated.
Based on our fully integrated banking software, we create powerful digital experiences provided through a standardised Business Process as a Service (BPaaS) or Software as a Service (SaaS) model to banks and wealth managers. Our solutions give financial institutions the freedom to focus on channel and product innovation, client service, client trust and growth, while Avaloq ensures a seamless operation behind the scenes. Avaloq is the only independent provider for the financial services industry to both develop and operate its own software, which makes us a world leader in efficient banking solutions.
Finamic is working with financial intermediaries to make their digital transition and comply with the LsFin and LeFin laws. Finamic distributes the Atrium software suite and administrative services particularly adapted to asset managers, securities dealers, family offices and all other financial intermediaries who use asset analysis. Finamic offers three complete editions of Atrium adapted to the particularities of each of its clients. Atrium integrates, among other things, the functions of order placement (OMS), complete portfolio management (PMS), customer relationship management (KYC and CRM), invoicing management, advanced document management (EDM) functions as well as automated exchanges with most banks. Securities dealers benefit from a multi-depository securities accounting management module (OMNIBUS). Atrium is accessible either from a computer, a tablet or a smartphone. Finamic offers, for each type of customer, data processing services (BACK-OFFICE) adapted to their needs.
New Access provides agile and scalable Front-to-Back software solutions designed to meet the specific requirements of the private banking and wealth management industries. Evolving in a complex and changing regulatory environment New Access’ solutions help bankers to connect conveniently and efficiently with their clients thanks to new digital channels. With headquarters in Geneva, New Access already installed its solutions in over 180 sites in 19 countries.
TeamWork, a Swiss company founded in 1999, offers its Web solution Wize by TeamWork dedicated to Wealth Management players such as banks, fund managers, independent managers, family offices and securities firms (LBVM). Wize provides an intuitive user experience, rich and powerful features, and a simple and transparent pricing model. Wize's business coverage offers its clients a cross-functional tool that meets their multiple needs in portfolio management, ordering, CRM, regulatory aspects (compliance) , invoicing, back office and mobile banking access. The goal is for them to be able to focus on their business while taking advantage of Wize's power and scalability to meet their current and future challenges.