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.
Based in Vaduz, Liechtenstein, the Profidata Service Center AG is a joint venture between the Profidata Group AG, Zurich and Consaltis AG, Vaduz. The service offfering includes the utilisation of e-AMIS as well as back-office services and has the advantage of not requiring an IT infrastructureor resources on site.
e-AMIS will support W&L Asset Management in their product- and bank-independent client advisory, and will ensure the rapid and transparent implementation of their investment strategy. Investment decisions will be based on detailed e-AMIS asset-,risk- and performance-analyses and will be converted automatically into investment proposals in complianace with individual limit specifications. The entire investment process is specifically tailored to the needs of W&L Asset Management's clients. A comprehensive, configureable customer reporting rounds off the service package.
'The intuitive operation, the high degree of flexibility as well as the functional and technical sophistication of e-AMIS won us over. Day-to-day processing of transactions and real-time valuation of all depots are important factors for us,' said Günter Ludescher, CEO of W&L Asset Management. 'We value Profidata as a business partner and rely on their employees in the Service Center who demonstrate a keen understanding of our requirements and are able to implement these swiftly into the system'.
Christian Widmer, CEO and Chairman of the Profidata Group, underlines: 'The Profidata Service Center makes it possible for smaller asset managers to use our professional software. With e-AMIS & Services, these financial service providers are also able to react quickly to changing market and customer requirements giving them a competitive advantage. 'Independent asset managers in particular are increasingly faced with changes to the legal framework such as MiFID II and FiDLEG, which necessitate more efficient software. Thanks to our collaboration, we are able to offer a high quality asset management tool at a reasonable cost.' adds Oliver Waldherr, Chairman of the Consaltis AG Board of Directors.