Andreas Capital, a Luxembourgish asset manager and family office adviser, implements the e-AMIS wealth management system from the Profidata Group. Using e-AMIS, Andreas Capital is able to extend the business services around their clients’ wealth management.
Having taken their rapid corporate growth, steadily increasing client demands and resulting cost pressures into account, Andreas Capital decided to implement e-AMIS as their new system for client wealth management. The decisive factors for the adoption of e-AMIS included the user-friendly system operation, portfolio analysis functions and extensive possibilities for flexible report compilation. Since client investments are increasingly being managed in a more active manner, the ability to flexibly define the criteria for risk monitoring was a key requirement. The consolidation of sub-portfolios was not only tested in view of the total portfolio risk but also across the entire range of system functions. In addition to the intuitive graphic user interfaces, the integrated reporting tool militated also in favour of e-AMIS. Andreas Capital was convinced by the report creation/modification capabilities and multilingualism of the reporting suite alike. This means that client reports in the future can be offered, for example, in Dutch.
Marcel Kleinrouweler, executive manager at Andreas Capital, explains the reasoning behind the decision to choose e-AMIS: ‘Our functional requirements are more than satisfied by e-AMIS. With Profidata, we have found the right business partner who understands our business model, responds to individual needs and is best equipped to support us in our striving for corporate growth.’
Christian Widmer, CEO and chairman of the Profidata board of directors, is certain that the demands of family offices on the providers of business services will increase significantly: ‘e-AMIS fulfils all the requirements of a modern wealth management system and is predestined for implementation at Andreas Capital.’