Prisma
Prisma delivers a new generation of specialised web applications, designed for speed and user-friendliness
Cloud-native solution
The next level
Prisma is intuitive to use and highly flexible to integrate. Each Prisma module targets a specific area – such as order management or asset analysis – and delivers streamlined, efficient, user-centric functionality. The solution is designed not only for your internal teams but also for your customers (B2B2C), focusing on an optimal feature set that keeps systems simple and agile.
Offered as a cloud-native SaaS solution, the product line employs state-of-the-art authentication standards, enabling seamless integration with existing single sign-on architectures. Furthermore, the interface can be fully customised to align with your brand identity through white labelling.
One stop
What we offer
Advanced portfolio analysis: Data aggregation with asset allocation, benchmarking and granular performance evaluation
Portfolio and transaction control: Automated classifications, reconciliations and rule-based filter logic
Risk assessment: Analysis of volatility, drawdowns and risk allocation for better investment strategies
Intelligent order entry: Fast full-text search, support for collective orders and BVI sheet upload for efficient trade processing
Real-time monitoring and inventory control: Status changes, investment limit checks and partial executions in real time for greater transparency
Flexible modifications: Limit and amount changes directly before or after order placement – for maximum flexibility
Tailor-made
Seamless integration and limitless potential
Prisma opens up new opportunities without tying up your internal resources – as SaaS products, the modules require no additional infrastructure. The software solution scales flexibly and adapts swiftly to evolving requirements. An independent release cycle enables continuous development and timely delivery of new features. We provide an ISAE-certified solution that meets the rigorous standards of the finance and insurance sectors.
Designed to work seamlessly with a wide range of data sources, the Prisma modules integrate naturally with XENTIS as standard. Additionally, Prisma supports connectivity to any third-party systems and data sources, offering maximum openness, scalability and future readiness.
ALWAYS INCLUDED
The foundation for all Profidata solutions
Our investment management software provides you with a strong foundation that creates a consistent and audit-proof database for your investment processes
Data management, reconciliation and integration for the centralised management and automatic processing of external market data, internal holdings and regulatory reports
All financial instruments such as equities, bonds, derivatives and structured products are processed – for your liquid and illiquid investments
Alternative investments can be recorded, valued and reported in a structured manner – supplemented by flexible NAV calculations and commitment tracking
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.
Book a consultation