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.
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Industry:Financial ServicesFinTechSoftware Development
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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.
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