Profidata AG

Established in 1985, Profidata Group is an independent Swiss provider of investment and wealth management solutions to the financial service industry.

Company Announcements

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Universal-Investment and Profidata intensify long-standing partnership

23rd August 2017

Profidata Group and Universal-Investment intensify their long-standing cooperation in the fund administration business. Currently they work closely on implementing the requirements of the German Investment Tax Reform 2018 into XENTIS, Universal-Investment’s core fund administration system. Over 1,000 mutual and special funds...
Roger Wildi appointed new CEO of Profidata AG and Profidata Services AG
Roger Wildi appointed new CEO of Profidata AG and Profidata Services AG

14th July 2017

As of July 1, 2017, Roger Wildi is appointed CEO of Profidata AG, Profidata Services AG and their subsidiaries. Christian Widmer, former CEO of Profidata AG and Profidata Services AG, who managed the company successfully for 32 years, will in future concentrate on his role as Group CEO and President of the Supervisory Board of Profidata...
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Mobiliar Asset Management successfully implements XENTIS

28th April 2017

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. Following the conclusion of the challenging project to roll out the system within a time frame of 17 months, the insurance group...
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e-AMIS Mobile Client – The new module grants investors safe direct web-based access to its holdings and online communication with the asset manager.

15th December 2016

The customer relationship management (CRM) module integrated into e-AMIS includes many different functions for the administration, profiling and risk classification of clients, as well as for document management. The Mobile Client enhances this offering and allows investors direct web-based access to information on holdings, as well as safe online...
Asset management arm of a German insurance group opts for Profidata’s investment management system XENTIS
Asset management arm of a German insurance group opts for Profidata’s investment management system XENTIS

8th December 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. The key reasons for choosing...
openfunds standard adopted for the distribution of fund data in XENTIS
openfunds standard adopted for the distribution of fund data in XENTIS

15th November 2016

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. The transfer of fund master data between fund administrators and distribution partners generally...
Modelling of share transactions around ex-date in XENTIS
Modelling of share transactions around ex-date in XENTIS

31st October 2016

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...
Evangelische Bank eG chooses XENTIS and xpass from Profidata Group
Evangelische Bank eG chooses XENTIS and xpass from Profidata Group

14th September 2016

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. In view of growing client and order volume, Evangelische Bank eG has decided to optimise its portfolio management system and reduce...
Profidata Group AG acquires abraxas GmbH, a German software and service provider for the financial industry
Profidata Group AG acquires abraxas GmbH, a German software and service provider for the financial industry

27th May 2016

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. Over the past 25 years abraxas has built an excellent reputation among investment managers and custodian banks with its product families FundLine, for...
Profidata’s e-AMIS successfully implemented at Ferrell Asset Management in Singapore
Profidata’s e-AMIS successfully implemented at Ferrell Asset Management in Singapore

14th April 2016

Profidata has completed the implementation of its e-AMIS wealth management system at Ferrell Asset Management Pte. Ltd. (Ferrell) as planned. As an asset manager and multi family office, Ferrell is using e-AMIS to model the business processes of its two divisions. The key reason for the decision to purchase e-AMIS was the ability to implement...