Portfolio Management

Up-to-date, reliable data is the foundation of efficient portfolio management. With our interfaces, we deliver relevant data daily and automated into established portfolio management solutions. We currently support Inasys, DPG and Finaplus, enabling seamless integration into existing workflows, reducing manual effort and creating a consistent data foundation for portfolio management, analysis and reporting.

Direct integration with established portfolio management solutions

Inasys

Inasys is a solution for private banking, wealth management and portfolio management, supporting the management, analysis and evaluation of investment portfolios. Our interface ensures that relevant data is prepared in the required format and provided daily, enabling seamless integration into existing processes.

Finaplus

Finaplus is a platform for wealth management and portfolio management, supporting portfolio administration, reporting and other key wealth management processes. We enable automated data exchange and provide the relevant data daily in a structured format for further processing in Finaplus.

DPG

DPG specializes in performance measurement and portfolio analysis, supporting the evaluation and analysis of returns, risk and benchmarks. A consistent data foundation is particularly important for detailed portfolio analysis – we ensure the daily and reliable provision of the required data.

Don’t see your solution?

Upon request, we assess and implement integrations with additional portfolio management solutions.

Recognised for innovation, reliability and outstanding customer service

Fenion has earned an outstanding reputation as one of the most successful companies in FinTech & RegTech, as evidenced by numerous awards and recognitions for our innovative solutions and continued excellence within the fund and regulatory industry.

Risk manager of insurance company

"Since switching to Fenion, we have been able to report to the supervisory authority 5 days earlier. The data can be imported smoothly like never before."

Katarina M.

Investment Manager of Insurance Group

“I would like to thank you once again for the rapid adaptation and implementation of the report!"

Susanne W.

Senior Fund Manager of an Asset Manager

"Many thanks again to you all! Really great how quickly the fund-of-funds TPTs are provided and in what quality. Without any post-processing, etc."

Monika S.

Head of Regulatory Reporting at a investment management company

"Your commitment, even on a public holiday, is extremely appreciated and we are very grateful for it."

Thomas N.

Management of capital investment of an insurance company

"You have really made a name for yourself in the analysis and reporting business - well done! I will never get tired recommending your good work.”

Florian W.