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DirectoryFinance & InsuranceHolding CompaniesAltishofenAllocare Holding AG
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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.

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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.
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Location

Kantonsstrasse 3
6246 Altishofen

At a glance

Legal form
Corporation
UID
CHE-261.315.037
Founded
2016 · 10 years
Last commercial register change
December 7, 2023
Employees
1 to 10

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