Helping Asian Wealth Management Communities interact

Profidata Group

Company overview:

Profidata Group is a Swiss provider of investment and wealth management software solutions and services for the financial industry, founded in 1985. Its headquarters are located in Zurich. The company has subsidiaries and representative offices in Frankfurt a.M., Luxembourg, Singapore, London, Saarbrücken and Vaduz.

Investors and regulators require transparency, plausibility and personalised advice. A high automation grade, integrated risk and investment compliance checks and interactive tools for customised client on-boarding set the peace of mind. With Profidata's e-AMIS wealth management solution one has the choice and the convenience. e-AMIS is the modular, efficient and fully integrated solution for wealth management.

For both, single and multi-family offices, the management of non-liquid assets and alternative investments as well as individual client reporting capabilities are of particular significance. e-AMIS covers both and additionally supports the modelling of complex ownership structures and eases the analysis and consolidation of portfolios

T +65 6559 6165


T +65-6559 6165

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