Press releases

Mobiliar Asset Management implements XENTIS

Mobiliar

Urdorf, 27 April 2017 | Swiss company Mobiliar Asset Management AG (Mobiliar Asset Management) is now managing its investments in insurance, pension funds and fund management using the XENTIS investment management system from Profidata Group.

Following the completion of the challenging implementation project within a period of 17 months, the insurance company now maps all processes for asset management and capital investment controlling as well as fund administration in XENTIS. This has replaced various applications, eliminated several interfaces and automated numerous tasks that were previously performed manually. Mobiliar Asset Management manages investment portfolios worth approximately CHF 20 billion in XENTIS.

Sven Rump, Managing Director of Schweizerische Mobiliar Asset Management AG, is satisfied:
"We have achieved our goal of automating and streamlining asset management for insurance, pension funds and fund management in a single system. XENTIS is the linchpin of capital investment for the Mobiliar Group."

Detailed information on the implementation of XENTIS at Mobiliar Asset Management can be found in the case study "Overcoming challenges in capital investment through the introduction of an integrated investment management solution" published by Versicherungsforen Leipzig in its issue no. 07/2017 (pp. 10–11).

Swiss Mobiliar Asset Management AG has been operating as an independent fund manager since 2013. Its licence enables Mobiliar Asset Management not only to provide institutional asset management services for the Mobiliar Group and its pension funds, but also to manage its own funds for private and institutional investors. Customers benefit from Mobiliar Asset Management's broad experience, which ranges from cash management and securities investments to real estate investments.

Further information can be found at www.mobiliar.ch.

Profidata Group

Founded in Switzerland in 1985, Profidata Group AG offers software solutions for investment and wealth management as well as services for financial service providers. The company is headquartered in Urdorf near Zurich. It has offices and representative agencies in Frankfurt am Main, Saarbrücken, Luxembourg, Vaduz, London and Singapore.

Further information
can be found at
www.profidatagroup.com.

Questions relating to
This press release was issued by

Peter Klein, Management
Profidata Group
In der Luberzen 40
8902 Urdorf
Switzerland
Phone +41 44 736 47 47
peter.klein@profidatagroup.com
www.profidatagroup.com

Newsletter

Sign up for our newsletter

We inform you about new releases, upcoming events and important updates about the Profidata Group.