Alphasys Capital AG develops software and services for wealth management. The company offers Netfolio, a web-based modular portfolio and client management system, as well as EBICS solutions, interfaces, services, and IT infrastructure for financial institutions and asset managers.
AI-generated
Offering
Products & services
Industry:Financial ServicesFinTechSoftware Development
Outbound Leads by COHAGA
Looking for direct email addresses and phone numbers?
Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Portfolio management system for asset managers with performance, risk and rebalancing functions, CRM integration, bank interfaces, real-time data, archive and web-based or on-premises operation.
CRM for asset management with central customer data, documents, relationships, KYC/GmeR, tasks, workflows and audit-proof journaling.
EBICS Interface
Secure EBICS solution for bank data exchange with integrated user management, available as standalone application or Java library, compatible with EBICS 2.5 and 3.0.
MiFIR Reporting Software (NetfolioMiFIR)
MiFIR reporting for transaction reports under Article 26 with data enrichment, submission to regulators or ARMs, FIRDS checks, and file or web service upload.
OCR Document Processing (ScanEngine)
Automatic capture of bank documents by OCR with transaction generation, PDF traceability, compliance-oriented processing and high automation rates.
Reporting Software (Netfolio Reporting)
Customisable reporting for assets with one-pagers, consolidated family-office reports, template reports and customer-specific analyses.
Operating and Hosting Setup for Netfolio
Operation as a cloud service center or on-premises, including hosting, updates, support and optional reconciliation as well as document capture and data preparation.
Comparisons
Alphasys Capital AG in comparison
Soon
Industry comparisons are coming soon
We're preparing industry comparisons that rank Alphasys Capital AG by reviews, experience and specialisations.
Knowledge
No knowledge articles yet
Once Alphasys Capital AG has claimed this profile, we'll publish editorial articles and case studies here together.