Investment Strategy & Analysis

Optimise your investment strategy with data-driven insights. Our asset management software delivers a reliable foundation for informed decisions, helping you seize market opportunities and enhance performance.

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Successful strategy

Streamlined investment processes

A strong investment strategy relies on a trusted data foundation. XENTIS delivers real-time, consolidated market and portfolio data to support well-informed decisions. Powerful automation ensures maximum efficiency across your order workflows.

From in-depth analysis and rebalancing to risk and performance evaluation, our asset management software supports every stage of your investment process. Benefit from a fully integrated solution that adapts seamlessly to your requirements – in our certified private cloud or on-premise.

Your benefits

Master challenges with Profidata

Challenge

What we offer

Fragmented data
Uncoordinated data sources and manual processes make accurate portfolio analysis and strategic decisions difficult.
Real-time data and transparent analyses
Our portfolio analysis software integrates all relevant market and portfolio data in a central platform and enables consistent, automated analyses.
Regulatory complexity
Growing regulatory requirements are leading to significantly higher investment compliance costs.
Automated compliance
XENTIS integrates pre-trade and post-trade checks, automated rules and audit-proof compliance processes.
Inefficient trading and order processes
Manual order processes and a lack of automation lead to delays and operational risks.
Optimised trade control
Our solution enables automated order management, seamless connection to trading platforms and optimised rebalancing.

Recommendations

Smart solutions for your business

Portfolio Management and Execution
Portfolio Management & Execution

Ideal choice for asset allocation, performance attribution and benchmarking with integrated IBOR and look-through analyses

Automated rebalancing, pre-trade checks and investment proposals for maximum efficiency in your investment strategy

Optimised trading processes through order pooling, workflow monitoring and automatic matching & settlement

Prisma-Analysis
Prisma Analysis

Our software provides a complete overview of investments with interactive analyses and intuitive dashboards

Individual contribution analysis and flexible asset allocation for targeted analysis of investment performance

Integrated document management and seamless connection to existing IT architectures for smooth processes

Prisma-Order
Prisma Order

Complete overview of the order lifecycle with direct forwarding to XENTIS and real-time monitoring

Increased efficiency through BVI sheet upload, automated compliance checks and rule-based order workflows

Current portfolio overview as a basis for informed investment decisions and optimised trading processes

Beyond the core

Discover our expertise

IBOR & Look-Through
Alternative Investments
Ordering & Trade Flow
Risk Monitoring
Contact

How can we help you?

Feel free to contact us directly with any questions or requests. Our experts are on hand and look forward to hearing from you.

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