Portfolio Management Software

Allocare AMS and Allocare WEB

Our standard products Allocare AMS and Allocare WEB fulfill the requirements to support all processes in asset management.

Our tools and their interfaces are optimally designed to provide CRM information, portfolio analysis, order processes, pre- and post-trade checks of investment limits, performance and risk measurement with comprehensive, detailed reports of all kinds. Data retrieval can be done on desktop, tablet or mobile.

Products

News

Events | 06 | 2024

FACHTAG Performancemessung und GIPS®

We at Allocare AG will be exhibiting at this symposium and will be demonstrating what our Allocare AMS software product has to offer on the key topics of performance, GIPS, ESG and compliance.

Program

Allocare AG

We are close to our customers, live Swiss quality culture and are constantly developing to offer our clients innovative product solutions and services.

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