Asset Management products
Turn your investment strategies into products and keep track of the client base following them
Accounting records according to your chosen chart of accounts. Ability to export the records via SIE to external system
Generate and publish monthly reports and market information to your customers. Supervise the material using the online portal accessed by your clients
Used for analysis of overall investments with the help of drill-down and carve-out functions. Ability to search for historical transactions, account balances, holdings and provides an overview of the current and historical PnL
This application includes performance and risk-related measures on both portfolio and instrument level. Support for Time-weighted return, Modified Dietz and Internal rate of return
Used to configure and monitor compliance with the regulations you have drawn up for your business regarding e.g investment rules or other internal investment restrictions
- Make informed decisions
- Fast & safe Asset Management
- Compliant reporting
- Efficient Fund Management
- Modern API and integration services
- Cloud-based services with flexible access from all devices
- Mobile solutions with modern user interface for both asset managers and end-clients
Why choose the Centevo Suite by Profile Software?
Offering independent, cloud-based, fully integrated investment solutions, the Centevo Suite helps Asset Management companies as well as Fund Managers and Banks in the Nordics to accomplish their business goals bringing technological innovation and ground-breaking solutions.
The Asset Management platform creates client value by allowing Asset Managers to manage all aspects of the business digitally, from defining the clients, customising their offer to automating asset allocation (robo-advice), as well as proven onboarding process, which develops as per the business model with specific tasks.
"We are proud to be working with Profile Centevo, a leading company in the industry, which is comprised of a team of high-caliber professionals who have been at the forefront for years by offering technological innovation and ground-breaking solutions. The new embedded solution of Profile Centevo shall allow us to streamline our operations and generate substantial excess returns beyond the benchmark indices."Egil Matsen Managing Director @ Forte Fondsforvaltning AS