Asset management software for leading financial institutions
The financial sector is under mounting pressure: regulatory demands are intensifying, the range of asset classes is expanding, and speed has become a critical driver of success. In this environment, institutions require asset management software that goes far beyond standard solutions – a platform that is operationally flexible, technologically forward-looking, and fully compliant with regulatory frameworks. With XENTIS and Prisma, we provide innovative asset management software designed to meet the highest standards.
Driving your success
XENTIS can be deployed to cover individual specialist areas or the entire investment process – from trading decisions to regulatory reporting. With dedicated strengths in Portfolio Management & Execution, Compliance & Risk Management, Fund Administration, Investment Accounting, and Regulatory Reporting, it provides a comprehensive solution for every critical area of investment management.
Advanced portfolio analysis: seamless data aggregation with clear asset allocation views, powerful benchmarking and detailed, granular performance evaluation
Portfolio and transaction control: automated classifications, reconciliations, and intelligent rule-based filtering for maximum accuracy and efficiency
Risk assessment: comprehensive analysis of volatility, drawdowns and risk allocation to support stronger investment strategies
Intelligent order entry: fast full-text search, seamless handling of collective orders and BVI sheet upload for efficient trade processing
Real-time monitoring and inventory control: instant status updates, automated investment limit checks and real-time tracking of partial executions for maximum transparency
Flexible modifications: adjust limits and amounts directly before or after order placement – ensuring maximum flexibility
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Prisma – Web modules for greater efficiency
At the Profidata User Conference 2025, we unveiled our new Prisma solution for the very first time – a lean, cloud-native application designed to meet individual client requirements. With Prisma Analysis, portfolios and fund structures become transparent at a glance: interactive dashboards, detailed performance comparisons and flexible evaluation options provide deep insights, from historical developments to risk-adjusted key figures.
With Prisma Order, all order processes can be managed efficiently and transparently. From order entry to audit-proof documentation, every step is tracked in real time. Features such as collective orders, status updates and integrated investment limit checks ensure maximum efficiency and regulatory compliance.
Looking ahead, Prisma PM will soon deliver a comprehensive browser-based portfolio management solution – defined by speed, intuitive usability and seamless integration capabilities. And good to know: all Prisma modules are offered as SaaS solutions directly in your web browser, ISAE-certified and ready to integrate effortlessly into your existing system landscape.
Discover nowPeak performance
Asset management software by Profidata
Leading financial institutions place their trust in our asset management software. With more than 33,000 funds and an investment volume of €4.5 trillion, we have established ourselves as a leading provider of asset management solutions. Today, renowned banks, insurers, pension funds, fund managers and asset managers rely on our technology. By choosing Profidata, you are opting for asset management software that combines operational excellence, regulatory certainty and technological innovation.
XENTIS supports the entire investment process – from trading decisions to regulatory reporting. Prisma builds on this foundation with modern, cloud-based modules that are always available and seamlessly integrated. Together, they make your processes more efficient, transparent and fully compliant.
All-in-one
Software and services, seamlessly combined
Alongside powerful software, we provide comprehensive services to ensure the efficient operation of your investment management. From managed and application services to business services, consulting and support, we keep your systems running reliably and securely – while relieving the burden on your internal teams.
With our Xcloud infrastructure, you also gain the advantages of a scalable, highly secure private cloud solution that delivers maximum flexibility and cost efficiency. The result: reliable asset management software combined with the right services from a single source – a comprehensive, future-proof solution tailored to your needs.
Discover nowLearn more about Profidata
Our asset management software combines performance, future-proof technology and regulatory reliability.
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