Verified· 2 sources

Allocare Holding AG

Summary

About the company

Allocare Holding AG develops and implements portfolio management software and complementary modules for wealth and asset management. Its offerings include products such as Allocare AMS and Allocare WEB, a multi‑tenant SaaS platform (Allocare CLOUD) and services for data management, reporting, managed operations and support.

AI-generated

Offering

Products & services

Industry:Holding Companies

✓ Offered9

Portfolio Management Software (Allocare AMS)

Modular portfolio management software for wealth management and asset management, with CRM, portfolio analysis, order workflows, compliance checks, performance and risk measurement, and reporting.

Web Frontend for Portfolio Management (Allocare WEB)

Web frontend as an add-on to Allocare AMS with individual access for employees and clients, dashboards, portfolio analysis, CRM, compliance checks, reporting, and performance/risk measurement.

Cloud Platform for Portfolio Management and Reporting (Allocare CLOUD)

Multi-tenant SaaS platform based on Allocare AMS and Allocare WEB with CRM, order management, performance measurement, compliance, risk and AML checks, and client reporting.

Management Cockpit (Allocare DASH)

Management cockpit based on Allocare AMS data with compact analyses of portfolios, clients, AuM, profitability and performance for management, risk and compliance stakeholders.

Software Services

Development, client services, managed services and support around Allocare AMS and Allocare WEB, including conception, analysis, implementation, system operation and training.

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.

Discover Leadhub

Allocare Holding AG

About the company

Products & services

Looking for direct email addresses and phone numbers?

Allocare Holding AG

About the company

Products & services

Looking for direct email addresses and phone numbers?

No knowledge articles yet

Allocare Holding AG in comparison

Industry comparisons are coming soon

Similar companies