Maximise your efficiency gains through consistent outsourcing.

PROFIDATA MANAGED SOLUTIONS

Profidata Managed Solutions is taking responsibility for technical and business functions along your process chain.

The range of services offered by Profidata Managed Services includes the operation of the IT infrastructure in the XENTIS cloud, application management and professional services along your entire investment value chain. Required services can be aligned individually according to your business needs and strategy.

Profidata offers you an optimal structure of your process landscape based on the comprehensive operational know-how, that has been continuously built up since 2014 and of many years of experience in consulting and implementation projects.

 

Profidata Managed Solutions operates its services in a standardised ISAE 3402 certified cloud infrastructure. This guarantees a high quality and security standard.

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YOUR ADVANTAGES – OUR COMMITMENT

Experience / Know-How

30 years of customer application and development expertise
Highly qualified specialists with many years of experience in operating XENTIS

Security

Highly developed security and patch management
Secure data storage in the CH or EU region
ISO and ISAE certifications
Complies with the various financial regulations in the outsourcing sector

Scalability

Dynamic, tailor-made adaptation to your business needs
Individual Service Level Agreements

Efficiency

Easing the burden on your IT experts
Cost-efficient provision of additional services
One contact person
(One-stop shop)

Growth

Focus on your core business
Frees ressources for your innovation projects

Xcloud | SaaS

Discover more about our Xcloud - Best practice for Asset Management
With the XENTIS cloud solution, Managed Services takes the responsibility of the entire IT infrastructure of the Profidata applications and operates them for you. The Xcloud is operated on a highly secure private cloud infrastructure that complies with the requirements of the regulatory authorities. Highest quality and security standards are proven by ISAE accreditation. Consequently you will receive a system landscape that is optimally coordinated in all components and meets the highest regulatory security requirements.

Infrastructure

  • Provision and operational management of the complete IT infrastructure, from application server, DB server to the networking layer

Monitoring

  • Monitoring of the IT infrastructure

Backup-Management

  • Individual design of backup frequencies

Service Times SLA

  • Time of use 7 x 24
  • Availability: > 99.5% during business hours
Attractive Starter Package/Expansion Options Entry into the Xcloud with a comprehensive basic module that includes accounting, NAV calculation, investment compliance, standard reports, data supply as well as IT infrastructure and service. Functional modules such as XENTIS Front Office, Order Management and Performance Measurement may be added to your base setup. All functions can be evaluated by customer references on request.
Initial Investments/Amortisation High initial investment costs are eliminated due to low entry and usage fees. A short onboarding phase and an early start of operation guarantees a quick amortisation period while providing business value from the very beginning.
Implementation/ Parameterisation By using a preconfigured (best practice) system, lengthy implementation projects are avoided.
Security The software solution is installed in a highly secure data center designed according to the latest standards of information security.
Support Profidata provides staff with comprehensive business and IT know how – There are no costs for training or hiring your own staff.
Service Level/Agreements Electronic issue tracking, competent hotline service with short reaction times, standardised release changes, maintenance of interfaces, jobs, data supply etc.

 

XBPO | BPaaS – APPLICATION MANAGEMENT / BUSINESS PROCESS SERVICES

Discover more about our Application Management as a Service
With the Application Management Service, Profidata offers application support around XENTIS. Managed Solutions implements processes for you and enables a standardised straight-through process with a high degree of automation.

XENTIS Run Service

  • XENTIS job monitoring
  • Support of the ongoing operation
  • Setup/parameterisation of new reports
  • User administration
  • Technical test support
  

XENTIS Change Service

  • Release & Hotfix Management
  • Setup and updating the test environment
  • Parameterisation of XENTIS
  

Interface Service Run

  • Connection of further data providers to existing interfaces
  • Technical and/or professional monitoring of the interfaces
  • Operation of interfaces by means of market standards
  

Interface Service Change

  • Connection of further data providers
  • Implementation of individual transmission paths/protocols
  

 

Discover more about our Business Process as a Service
Your non core business tasks are handled in a standardised, cost optimised and professional setup within the Business Process Service. This offers you the option to outsource individual specialist tasks to Profidata. We are continually expanding our range of services to include shadow accounting, investment compliance, master data and price data services. In addition, you can use our Ad-hoc Service, which is available for short-term individual data analysis.

Shadow Fund Accounting/IBOR

  • Implementation of shadow accounting
  • Setup and monitoring the IBOR
  

XICS – XENTIS Investment Compliance as a Service

  • Supervision of limit checks
  • Configuration of new limit checking rules
  

Securities Service WM/Bloomberg/SIX

  • Turnkey provision of master data from different providers
  • Monitoring of the entire ‘loading process’
  

Analysis Service (ad-hoc reports, data analysis)

  • Ad-hoc evaluations and reports
  • Short-term individual data analyses
  • Setup of individual short documentations
  

Master Data Service

  • Service beyond the technical provision of data
  • Professional maintenance of master data in the system
  

Price/Market Data Service

  • Management and professional maintenance of prices in the system (e.g. procurement of InvRBV-compliant prices, which are then made available for evaluation in the system)
  

 

Reporting Service

  • Services in the field of reporting
  • Preparing and sending reports for supervisory authorities, associations or central registers
  

 

e-AMIS & SERVICES

Financial service providers are increasingly faced with changes to legal, technical and general economic conditions. Demand for software capable of meeting these market requirements is therefore high. e-AMIS & Services adds value through an outsourcing offering tailored to the specific requirements and profile of each client.

PROJECT MANAGEMENT

Profidata has a more than 30 years’ history of successful projects and is in a position to provide the resources for the full project life cycle, from solution design, to project management, requirements and gap analysis, configuration, testing and training through post go-live support.

Profidata’s implementation method is based on the classic phase model ‘System Development Life Cycle (SDLC)’, whereby elements of the agile project management may also be applied during the phases or tasks. Also worth mentioning is the system configuration which facilitates iterations in an efficient and resource-friendly manner.

Each project starts with a best practice parameterisation tailored to the business segment of Profidata’s customer. The project core team is given an initial introduction to XENTIS or e-AMIS followed by intensive product training. This ensures that from the very beginning users are familiar with the specific parameterisation and are also capable to adjust it by themselves. This guarantees true ownership of the system installation. The specific client’s business processes can be prototyped and reviewed directly within the system.

TRAINING

The training of the project core team is followed by the training of the users and the technical operations team. This usually precedes or latest starts at the beginning of the test phase and strictly follows the ‘train-the-trainer’ concept.

Taking the manifold configuration and application options of XENTIS and e-AMIS into account, trainings are always tailored to the individual client’s business requirements and passed on the client’s own database.

Subject trainings include a general introduction focused on handling, functional overview and reporting.

SUPPORT & HELPDESK

  • Hotline Service
  • Web-enabled issue tracking system
  • Error processing protocol
  • At least one software update per year, releases comprise general functional improvements and also new features related to the licensed modules
  • Continually updated user documentation – ready for download
  • Patches and hotfixes for time-sensitive functional improvements and error corrections
  • Regression testing based upon client’s own (anonymised) data base prior to delivery of software releases or patches

APPLICATION MANAGEMENT

  • Processing release upgrades, patches and hotfixes
  • Job monitoring and exception handling
  • Data management
  • Performance monitoring and optimisation
  • Health check and reporting
  • Backup
  • Failover switch and test
  • User administration
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