Press releases
New tool for Allianz Invest investors
The web-based and interactive portfolio analysis tool AssetView has been successfully introduced at Allianz Invest KAG.
Frankfurt am Main, 29 November 2023 | AssetView enables Allianz Invest customers to obtain an up-to-date overview of their portfolio at any time and on any device. The solution offers a wide range of functions, including the display of asset allocation according to various criteria and its development over time, comprehensive performance data, flexible portfolio overviews (including historical) and complete transaction lists. AssetView also includes the option of exporting all data quickly and easily in Excel format.
AssetView is offered as a SaaS solution and can be used via a standard web browser. Neither its use nor its operation tie up additional resources at the client's end. As a native cloud solution, the service can also be scaled at any time to meet requirements.
"Asset View offers users convenient access to up-to-date and comprehensive information about their funds. The intuitive tool with its modern user interface will undoubtedly help us to offer our customers added value."
"An interactive web application instead of rigid PDF reports. With the introduction of AssetView at Allianz Invest, we are consistently pursuing our digitalisation strategy," says Gunther Glabbatz, Regional Director at Profidata. "We create solutions that meet the needs of our customers, and AssetView is a perfect example of this. We are proud to support Allianz Invest in offering its customers first-class services."
Allianz Invest Kapitalanlagegesellschaft mbH
Allianz Kapitalanlagegesellschaft mbH was founded in 1991 as a subsidiary of Allianz Elementar Versicherungs-AG. The Allianz Group in Austria focuses on collective asset management, which is a key core competence, in the area of asset management. As an Austrian fund company, Allianz Invest Kapitalanlagegesellschaft mbH manages assets of around EUR 10 billion in 100 investment funds. (as of 30 June 2023) Allianz SE, which in turn is the parent company of Allianz Elementar Versicherungs-AG, is one of the largest insurance groups worldwide in terms of revenue and market capitalisation and one of the largest financial services providers. For more information, visit: www.allianzinvest.at
Profidata Group
Founded in Switzerland in 1985, the Profidata Group offers standard software solutions for investment and wealth management. This offering is complemented by a rapidly growing, broad range of services in the areas of software as a service, consulting, implementation, training and support. Profidata is headquartered in Zurich. The company has offices and representative offices in Frankfurt am Main, Saarbrücken, Luxembourg, London and Singapore.
Questions regarding this press release will be answered by
Gunther Glabbatz
Management Frankfurt am Main
Profidata Services AG
Stephanstrasse 3
60313 Frankfurt am Main
Germany
+49 69 297 28 95 0
gunther.glabbatz@profidata.com
www.profidata.com
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