Integration & Document Management

Documents such as contracts, reports and regulatory records must be securely managed and readily accessible at all times. XENTIS by Profidata provides fully integrated document-management capabilities to meet these requirements. All relevant files can be stored, versioned and directly linked to portfolios, transactions or client data within the system. An audit-proof archiving function ensures that every document is traceable and compliant with regulatory standards. This enables banks, asset managers and fund management companies to meet all compliance obligations, eliminate media disruptions and gain greater transparency and efficiency in their documentation processes.

Flexibility is a key criterion when selecting an investment management software. With XENTIS and Prisma, Profidata offers solutions built on a modular architecture that can be precisely tailored to the requirements of financial institutions. In addition to core areas such as portfolio management, compliance, fund administration and accounting, a wide range of specialised modules is available – including Alternative Investments, ESG, Reconciliation and Investment Compliance. Clients can activate exactly the functions they need and expand their setup at any time as their requirements evolve. Prisma is based on a modern web architecture that provides dedicated, specialised interfaces for individual business areas. This ensures maximum flexibility for banks, asset managers and fund management companies: they start with the relevant modules and seamlessly scale their system in line with the growth of their business.

In investment management, it is essential that multiple teams can work simultaneously and securely within a shared platform. XENTIS by Profidata provides comprehensive client and user-rights management to enable exactly that. Role-based access controls ensure that each user only sees the data and functions relevant to their responsibilities. Workflows can be defined across teams, allowing portfolio managers, compliance officers and back-office staff to collaborate efficiently. With Prisma, Profidata extends these capabilities through innovative web modules that enable real-time collaboration and streamline the exchange of information between departments. The result: greater efficiency, clearly defined responsibilities and maximum data security – even in complex organisations with multiple business areas.

Efficient document and workflow management are crucial for financial institutions to meet regulatory requirements and ensure transparency across processes. XENTIS by Profidata provides integrated functionalities for managing documents, contracts and reports. All relevant files can be stored, versioned and automatically linked to the corresponding processes within the system. With audit-proof archiving and clearly defined workflows, every document action – from creation to approval – remains fully traceable at all times. This not only ensures secure and compliant document management but also promotes efficient collaboration across teams and departments.