NEWS
2024
For the first time, institutional clients of Profidata shall gain access to easy, seamless and fully regulated crypto asset trading through Boerse Stuttgart Digital’s infrastructure.
LLB Invest implements RiskRadar from Arkus FS
With the successful implementation of RiskRadar into its risk reporting processes, LLB Invest Kapitalanlagegesellschaft from Vienna, Austria – a member of the Liechtensteinische Landesbank Group – has strengthened and enhanced its risk monitoring capacities with Arkus FS´ highly functional and operationally efficient risk management tool.
2023
Keep an eye on your portfolio with AssetView: New fund information tool for Allianz Invest investors
Profidata is pleased to announce that its web-based and interactive portfolio analysis tool, AssetView, has been successfully launched at Allianz Invest KAG.
Kreissparkasse Köln opts for XENTIS to optimize its depositary business
Kreissparkasse Köln is another major savings bank to choose Profidata’s market-leading XENTIS software solution to expand and modernize its depository business.
The LLB Group relies on XENTIS from Profidata for fund administration
With the Liechtensteinische Landesbank (LLB), another long-established financial institution in the fund business is relying on XENTIS.
Appointment of Marc Widmer as Chairman of the BoD of Profidata Group AG
Profidata Group is known for its continuity and long-term goals. This also requires a well designed succession plan.
Profidata at Finanz’23 in Zurich
Profidata attended the Finanz’23 for the second time in a row, presenting our top-tier software and SaaS solutions to a diverse audience of industry experts, customers, and colleagues.
2022
Sparkasse KölnBonn implements “XENTIS as a Service” for the depositary business
With Sparkasse KölnBonn, another provider of depositary services is relying on Profidata’s XENTIS SaaS solution.
Profidata at the 9th VÖIG-Fondstage, 2022
From May 18–20, 2022, Profidata participated in the 9th VÖIG Fund Days in Linz, Austria.
Profidata at the 2022 Irish Funds Annual Global Funds Conference
On May 31, 2022, Profidata participated as exhibitor and sponsor in the Irish Funds 2022.
Profidata at the Finanz ’22, Switzerland’s largest financial fair
From April 27–28, 2022, Profidata participated in the Finanz ’22.
Axxion and navAXX go live with XENTIS DirectOrder
With the successful launch of XENTIS DirectOrder (XDO) the Axxion subsidiary navAXX S.A. is consistently pursuing its digitization strategy.
Universal-Investment relies on XENTIS solution from Profidata
With the successful launch of the UI Advisory Portal based on the XENTIS solution XENTIS DirectOrder (XDO), the Profidata Group and Universal-Investment have strengthened their long-standing partnership.
Pax Asset Management opts for Profidata’s Xcloud Solution
Pax Asset Management AG (Pax AM) relies on the integrated investment man- agement system XENTIS.
2021
Apex selects XENTIS from Profidata for its growth strategy
Following the acquisition of LRI Invest and the former Warburg Invest business, the Apex Group decided to reassess the various software solutions used in Luxembourg for investment fund administration.
First Virtual Profidata Group Day
Profidata Group hosted its first Virtual Profidata Group Day on November 25, 2021.
Profidata at the Irish Funds UK Symposium
On November 11, 2021, Profidata participated as an exhibitor and sponsor in the 8th edition of the Irish Funds Annual UK Symposium.
Profidata at the AM TECH DAY, Palais Brongniart, Paris
On October 5, 2021, Profidata participated as an exhibitor at the AM TECH DAY in Paris.
» more
2020
Profidata’s XENTIS Securities Financing Transactions Regulation Reporting module is operational
The development of the XENTIS SFTR Reporting module was prepared for productive use in close cooperation with our customers. The module can be taken over into productive operation during runtime. The XENTIS report in ISO20022 XML format is generated automatically and supplemented by a processing log and detail lists in Excel, which allows monitoring and tracking of the report.
Market Risk Report – Wings of Wax?
Profidata market volatility risk newsletter – September 2020.
» more
Security Kapitalanlage Aktiengesellschaft (Security KAG) relies on the new ‘XENTIS as a Service (XaaS)’ solution of Profidata Group.
Market Risk Report – Black Swan
Profidata market volatility & risk newsletter – March 2020.
» more
Allianz Investment Bank opts for XENTIS as a Service
Allianz Investmentbank AG implements the investment management system XENTIS from Profidata for the administration of its funds and mandates.
XENTIS by Profidata supports investment controlling of BLKB
With Basellandschaftliche Kantonalbank (BLKB), another cantonal bank relies on XENTIS software as a service (XaaS). The latter is operated on the private cloud infrastructure (Xcloud).
» more
Profidata becomes new majority shareholder of Arkus Financial Services
Profidata Group AG (Profidata) acquires a majority stake in Arkus Financial Services S.A., Luxembourg (Arkus) from its parent company Independent Risk Monitoring Ltd, London (IRML).
» more
Market Risk Report – Flatten the curve
Profidata market volatility & risk newsletter – April 2020.
» more
2019
Profidata launches EAM/MFO Roundtable in Singapore
In September, Profidata launched a series of exclusive luncheon events for EAM/Family Office Executives in Singapore and Hong Kong.
Covenant Capital adopts Profidata’s
e-AMIS platform, strengthening client servicing capabilities
Covenant Capital, a Singapore-based independent wealth manager that empowers investment professionals to be better stewards of their clients’ assets, has adopted Profidata’s e-AMIS platform.
Bank Frick endorses XENTIS/Xcloud from Profidata
Bank Frick has opted for the XENTIS Investment Management System XENTIS from Profidata Group (Profidata). Bank Frick is the latest addition to a group of prominent banks using XENTIS in the cloud (Xcloud) for more efficient management of its custodian business.
DZ BANK AG opts for XENTIS from Profidata to support the growth of its custodian services
DZ BANK AG is consolidating its custodian business using the XENTIS Investment Management System from Profidata AG, thus setting the strategic direction for continued growth in the future.
BayernLB opts for Profidata’s XENTIS for its custody services
Profidata AG has convinced another high-level provider of custody services, Bayerische Landesbank (BayernLB), of the impressive functionality of its XENTIS software for efficiently processing the very diverse tasks involved in its custodian business.
Following a comprehensive provider selection, Raiffeisen Bank International (RBI), Austria’s second largest bank…
Bank Gutmann opts for RiskLine from abraxas
With Bank Gutmann, abraxas was able to convince another renowned financial service provider…
2018
The XENTIS implementation concept for the GITRA (InvStRefG) is a proven solution
Since its inception in January 2018, the solution developed by Profidata in collaboration with KPMG and XENTIS customers is being successfully applied in live environments.
Oliver Harth becomes member of the Supervisory Board of Profidata Group
The general assembly of Profidata Group AG, a Swiss FinTech provider, elects Oliver Harth as a member of the Supervisory Board.
Helvetic Investments successfully implemented e-AMIS for its Wealth and Family Office business
Helvetic Investments, a Singapore-based Independent Wealth Manager (IWM) has decided to rely on Profidata’s e-AMIS.
HM Trust AG relies on XENTIS for its investment management
HM Trust AG (HMT), an asset management company belonging to the HanseMerkur Insurance Group, is using XENTIS by Profidata to strengthen its portfolio and risk management processes.
DAB BNP Paribas implements FundLine and replaces legacy system
DAB BNP Paribas implements FundLine and replaces legacy system.
Spängler IQAM Invest relies on FundLine from abraxas
Spängler IQAM Invest relies on FundLine from abraxas as central solution for investment fund processes Spängler IQAM Invest.
2017
Universal-Investment and Profidata intensify long-standing partnership
Profidata Group and Universal-Investment intensify their long-standing cooperation in the fund administration business.
» More
Roger Wildi appointed new CEO of Profidata AG and Profidata Services AG
As of July 1, 2017, Roger Wildi is appointed CEO of Profidata AG, Profidata Services AG and their subsidiaries.
» More
Mobiliar Asset Management
successfully implements XENTIS
Schweizerische Mobiliar Asset Management AG (Mobiliar Asset Management) is now using Profidata’s XENTIS investment management system to manage assets in its insurance, pensions and fund management businesses.
» More
2016
The company will deploy XENTIS as the central system for handling the many different workflows involved in portfolio and risk management. The role of XENTIS will be to standardise and automate these processes and modernise the existing system landscape, which is characterised by a large number of inhouse solutions.
» More
openfunds standard adopted for the distribution of fund data in XENTIS
openfunds is a Swiss initiative that has launched a new standard in the public domain for transferring fund data efficiently and in high quality. Profidata has implemented this standard in XENTIS in close collaboration with LB(Swiss) Investment AG.
» More
Modelling of share transactions around
ex-date in XENTIS
Following the introduction of the Investment Tax Reform Act of 19 July 2016, the refund or offsetting of German Capital Gains Tax (Kapitalertragsteuer, KESt) is now only possible under particular conditions. The introduction of the new Art. 36a of the Income Tax Act (Einkommensteuergesetz, EStG) is intended to ensure the taxation of dividends in Germany and to remove the basis of so-called cum-cum trades.
» More
Profidata Group AG (Profidata Group) has acquired the entire shares of abraxas GmbH (abraxas), a business that makes a perfect match for the existing portfolio of Profidata products and services.
» More
Evangelische Bank eG chooses XENTIS and xpass from Profidata Group
Evangelische Bank eG implements XENTIS as its central platform for portfolio management and for performing depositary functions. In addition, all order and trade management processes will be automated using xpass.
» More
MFI Asset Management uses Profidata’s XENTIS cloud service
Munich-based MFI Asset Management GmbH relies on the XENTIS cloud (Xcloud) service provided by Profidata Group. This solution allows MFI Asset Management to use the highly reliable XENTIS investment management system without having to install its own IT infrastructure.
» More
PvB Pernet von Ballmoos AG won over by XENTIS cloud from Profidata
PvB Pernet von Ballmoos AG (PvB) is using the XENTIS cloud (Xcloud) service from the Profidata Group (Profidata). Hence another highly regarded Swiss fund management company now relies on the XENTIS investment management system for its fund administration.
» More
2015
Mobiliar Asset Management implements XENTIS from Profidata
Schweizerische Mobiliar Asset Management AG (Mobiliar Asset Management) has chosen the integrated investment management system XENTIS. This will be used front-to-back for asset management and investment controlling in the group’s insurance and pension fund operations, as well as for the fund management’s administration tasks. Mobiliar Asset Management will utilise XENTIS to manage assets worth around CHF 20 billion.
» More
navAXX selects XENTIS from Profidata for its asset management
The Luxembourg-based fund administration and service company navAXX S.A. (navAXX) has decided to implement XENTIS as the central fund management application. Key reasons for this resolution include the extensive facilities offered by XENTIS for automating business processes and producing regulatory reports.
» More
Luzerner Kantonalbank switches to XENTIS from Profidata as the main hub for its funds business
LUKB Expert Fondsleitung AG, the fund management subsidiary of Luzerner Kantonalbank AG (LUKB), has opted for the hosted variant XENTIS cloud (Xcloud) provided by Profidata Group (Profidata). LUKB joins the ranks of other Swiss cantonal banks already using XENTIS
as their investment management system.
» More
Profidata Group congratulates Berner Kantonalbank (BEKB) on finishing overall winner in the Private Banking Rating compiled by the business magazine BILANZ. BEKB joins the growing ranks of Profidata’s award-winning clients.
» More
NORD/LB Asset Management AG rolls out XENTIS from Profidata in record time
NORD/LB Asset Management AG has managed to roll out the XENTIS software system in the space of just ten months. During that time, fund assets of EUR 19.7 billion and asset management mandates totalling EUR 12.9 billion, invested in a variety of asset classes using complex fund and portfolio structures, were migrated to XENTIS.
» More
2014
Security KAG has implemented XENTIS by Profidata
Security Kapitalanlage AG (Security KAG), Asset Manager of the Grazer Wechselseitige Versicherung AG decided for XENTIS, the investment management system of Profidata Group (Profidata).
» More
W&L Asset Management Chooses Profidata Service Center
W&L Asset Management AG (W&L Asset Management) chose the service offering of e-AMIS & Services to manage the assets of their clients at the Profidata Service Center.
» More
Financial service providers should seize the opportunity
Regulatory requirements represent a great challenge for all financial service providers. The Profidata Service Center gives customers the freedom they need to focus on their business.
» More
German investment management company chooses Profidata’s XENTIS
A renowned German investment management company has decided in favour of the XENTIS investment management system for the administration of its funds and mandates. XENTIS’ extensive range of functions and ease of use as well as Profidata Group’s (Profidata) efficiency in system implementations convinced both management and personnel in the operating departments of the company. Winning a new asset manager consolidates Profidata’s position as a leading service and software provider in the fund industry.
» More
PMG Fonds Management AG shifts fund administration to the XENTIS cloud from Profidata
The independent PMG Fonds Management AG (PMG) has selected the XENTIS investment management system from Profidata Group (Profidata). The Swiss fund manager relies on XENTIS cloud (Xcloud), Profidata’s service for financial service providers, who wish to outsource their IT operations.
» More
XENTIS implementation project successfully completed at Delta Lloyd
Delta Lloyd Deutschland AG (Delta Lloyd) successfully completes the implementation of XENTIS as their central asset management tool. The project was accomplished on time and below budget.
» More
Anderes Finanzberatung AG is convinced of e-AMIS from Profidata
The independent financial advisor and asset manager Anderes Finanzberatung AG relies on e-AMIS for the management of its customer assets. The wealth Management system of the Profidata Group (Profidata) came out on top in the selection process over numerous other competitors.
» More
TR notifications under EMIR realised in XENTIS and used by customers
XENTIS users fulfil their accountability as of February 12, 2014, the start date fixed by ESMA, by generating automated Trade Repository (TR) notifications according to EMIR. Through bilateral cooperation with its customers, Profidata Group has once again implemented legal requirements in due time.
» More
Berner Kantonalbank AG implements Profidata’s XENTIS for Asset Management
The Berner Kantonalbank AG (BEKB | BCBE) newly deploys Profidata’s XENTIS as the central application for their asset management thereby optimising value-added processes in both portfolio and fund management as well as institutional and private asset management.
» More
Eric Lippert (IT Director at Lombard International Assurance S.A.) has been awarded ‘CIO of the Year 2013’ by CIONET Luxembourg. Eric was acknowledged for his considerable contribution to the implementation of XENTIS as a central system platform thereby ensuring service excellence for partners and clients.
» More
2013
Bank Gutmann chooses XENTIS from Profidata
After a period of detailed evaluation, Vienna-based Bank Gutmann AG (Bank Gutmann) has selected XENTIS as its central asset management software platform.
» More
