Press releases
Universal Investment relies on XENTIS


With the successful launch of the UI Advisory Portal based on the XENTIS XDO solution, the Profidata Group and Universal Investment are consolidating their long-standing partnership, which has been in place since 2002.
Urdorf, 24 December 2021 | Universal Investment has launched the UI Advisory Portal, a new online portal for its core customer group of fund initiators, which enables affiliated investment advisors to efficiently communicate their recommendations. As one of Europe's leading fund service platforms and SuperManCos, Universal-Investment relies on its close and long-standing cooperation with Profidata and XDO as its product solution.
"As a web application, XDO enables investment advisors at Universal Investment to track the lifecycle of the investment recommendations they have submitted in real time, anytime and anywhere," says Oliver Dotzauer, Head of Profidata XLab AG. Markus Pfaff, Head of Order Management at Universal-Investment, adds: "With the UI Advisory Portal, we offer our customers an interactive, modern platform. As a native cloud solution, it also integrates seamlessly into our existing authentication and authorisation infrastructure."
Roger Wildi, CEO of Profidata AG, is clearly impressed by the positive response to XDO, Profidata's latest product development, and confirms his intention to continue investing in this area. "With DirectOrder, we are offering the first of several lean web applications currently in planning and development. Using state-of-the-art technologies, these applications focus on a very specific use case in order to implement it as efficiently and user-friendly as possible for our customers."
"Thanks to the successful collaboration with Profidata, we have reached another milestone on our journey into the digital future of Universal-Investment with the UI Advisory Portal."
The Universal-Investment Group is one of Europe's leading fund service platforms and super ManCos with around €731 billion in assets under administration, around 2,000 public and special fund mandates and more than 1,000 employees at locations in Frankfurt am Main, Luxembourg, Dublin and Krakow. Founded in 1968, the company offers fund initiators and institutional investors structuring and administration solutions as well as risk management for securities, real estate and alternative investments as an independent platform. UI Labs, UI Enlyte and CAPinside round out the Group's innovative range of services. The company is a signatory to the UN Principles of Responsible Investment and a member of the Forum Nachhaltige Geldanlagen e. V. (as of 31 October 2021). For more information, visit: www.universal-investment.com
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 Urdorf near Zurich. The company has offices and representative agencies in Frankfurt am Main, Saarbrücken, Luxembourg, London and Singapore.
Questions regarding this press release will be answered by
Dr Frank Jenner
Management
Profidata AG
In der Luberzen 40
8902 Urdorf
Switzerland
+41 44 736 47 47
frank.jenner@profidata.com
www.profidata.com
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