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DirectoryRetail & CommerceRetail - Bicycles & Sports EquipmentAltishofenAllocare AG
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Allocare AG

Summary

About the company

Allocare AG develops and implements software solutions for wealth and asset management. The company provides standard products such as Allocare AMS and Allocare WEB, a SaaS platform (Allocare CLOUD), a management cockpit (Allocare DASH), interfaces, reporting and data‑management services, and support.

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Products & services

Industry:Retail - Bicycles & Sports Equipment
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Portfolio Management Software
Portfolio Management Software for asset and wealth management, with portfolio analysis, data management, CRM, trade order management, compliance checks, transaction management, performance and risk measurement, reporting and invoicing.
Web front end for portfolio access
Web front end for employees and clients with individual access to portfolios, dashboards, CRM, compliance checks, reporting, performance and risk measurement, as well as secure rights management.
Software-as-a-Service platform
Multi-tenant SaaS platform based on Allocare AMS and Allocare WEB with CRM, portfolio management, reporting, data management, online access, order management, compliance and risk checks.
Management cockpit
Visualization of portfolios, clients, AuM, profitability and performance, with aggregated, filtered and detailed analyses for the board of directors, management as well as risk and compliance owners.
Additional modules for Allocare AMS
Supplementary specialty modules for Allocare AMS, including private equity, ESG, real estate, MiFID II/MiFIR, GIPS® and VaR, continuously developed according to the regulatory environment.

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Location

Kantonsstrasse 3
6246 Altishofen

At a glance

Legal form
Corporation
UID
CHE-106.846.964
Founded
2001 · 25 years
Last commercial register change
December 23, 2024
Employees
11 to 20

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