Press releases
W&L Asset Management chooses the Profidata Service Centre

Urdorf, 17 November 2014 | W&L Asset Management AG (W&L Asset Management) is taking advantage of the e-AMIS & Services offering and will in future handle its clients' asset management at the Profidata Service Centre.
Profidata Service Center AG, based in Vaduz, Liechtenstein, is a joint venture between Profidata Group AG, Zurich, and Consaltis AG, Vaduz. It offers asset managers the opportunity to use e-AMIS without operating their own IT infrastructure and to take advantage of the additional back-office services offered.
e-AMIS will support W&L Asset Management in providing product- and bank-independent advice to clients to ensure efficient and transparent implementation of the investment strategy. Investment decisions are made on the basis of detailed asset, risk and performance analyses in e-AMIS and automatically converted into investment proposals in compliance with individual limits. The entire investment process is tailored to the needs of W&L Asset Management's clients and documented. Comprehensive and user-configurable client reporting rounds off the functional offering.
"The intuitive operation, high flexibility and functional and technical maturity of e-AMIS convinced us. The daily processing of all transactions and the real-time evaluation of all portfolios are important factors," says Günter Ludescher, Managing Director at W&L Asset Management, explaining the decision to use the Profidata Service Centre. "We value Profidata as a business partner and rely on the employees at the Service Centre, who understand our requirements and can implement them in the system in a timely manner."
Christian Widmer, CEO and Chairman of the Board of Directors of Profidata Group, emphasises: "The Profidata Service Centre enables smaller asset managers to use our professional software. With e-AMIS & Services, these financial service providers are also able to respond quickly to changing market and customer requirements, giving them a competitive advantage." Oliver Waldherr, Chairman of the Board of Directors of Consaltis AG, adds: "Independent asset managers in particular are increasingly confronted with changes in the legal framework, such as MiFID II and FIDLEG, and the resulting business implications, which require more efficient use of software. With our cooperation solution, we offer a high-quality asset management tool at a reasonable cost."
W&L Asset Management AG, Eschen
W&L Asset Management AG is an independent Liechtenstein-based asset manager with headquarters in Eschen. In addition to being licensed by the FMA Liechtenstein, W&L is also registered in Austria and is therefore active in the neighbouring market. The range of services offered by W&L Asset Management AG includes comprehensive advice and support in financial matters. The focus of its services is not on the size of its clients' assets, but on the individual's advisory needs and on meeting those needs with tailor-made solutions. In addition, clients can benefit from the company's many years of experience in providing investment advice to companies, private individuals, family foundations and charitable foundations, and can obtain all services from a single source. W&L Asset Management AG is also responsible for the marketing and distribution of the "ACATIS Aktien Global Value Fonds" and "ACATIS Value und Dividende" investment funds. Further information can be found at www.valuefonds.eu.
Profidata Service Centre, Vaduz
The Profidata Group provides its software in standardised form to asset managers at the Profidata Service Centre, which meets the highest security standards and is operated in accordance with Liechtenstein legislation on the protection of personal data. Functional modules such as asset allocation, target/actual comparison, cash flow projection, performance calculation including contribution and attribution, risk analysis and customer reporting are available via the Internet. Consaltis AG, which already provides customised services for institutional clients and family offices, will be responsible for operational activities such as data management and maintaining interfaces with market data providers and custodian banks, as well as providing direct support to users in their day-to-day business.
Profidata Group
The Profidata Group develops investment and wealth management software.
for financial services
Over 70 customers in Europe use the software
ware products XENTIS and e-AMIS from the 1985
The company's headquarters and development centre are located in Urdorf near
Zurich. Services such as system implementation,
Training and support are provided from Switzerland and the Ge
branches in Frankfurt am Main, Saarbrücken, Luxembourg, London and Vaduz.
Further information can be found at www.profidatagroup.com.
Questions relating to this
Press release answered
Peter Klein, Executive Board
Profidata Group
In der Luberzen 40
8902 Urdorf
Switzerland
Phone +41 44 736 47 47
peter.klein@profidatagroup.com