XENTIS Overview

XENTIS is a comprehensive investment management software designed to support asset managers, fund administrators, and institutional investors. It offers a wide range of features, including portfolio management, risk assessment, performance analysis, and regulatory reporting. XENTIS allows users to manage multiple asset classes, including equities, bonds, and alternative investments, from a single platform. The software also supports real-time data integration, providing users with up-to-date information on market conditions and portfolio performance. Its advanced analytics tools help investors assess risks, forecast returns, and make informed investment decisions. Additionally, XENTIS ensures compliance with industry regulations, offering automated reporting and auditing features. The software's intuitive interface and customizable dashboards make it a valuable tool for investment professionals looking to optimize their portfolio management strategies.

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Contact Details

  • Vendor Name Profidata Group
  • Founded 1985
  • Location Switzerland

Support

    NA


Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Insurance, Investment Management

XENTIS Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

XENTIS Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • CHF (Fr.) CHF (Fr.)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Plans & Packages

Basic

$1 Per Feature

XENTIS FAQs

XENTIS is a comprehensive investment management software designed to support asset managers, fund administrators, and institutional investors. It offers a wide range of features, including portfolio management, risk assessment, performance analysis, and regulatory reporting. XENTIS allows users to manage multiple asset classes, including equities, bonds, and alternative investments, from a single platform. The software also supports real-time data integration, providing users with up-to-date information on market conditions and portfolio performance. Its advanced analytics tools help investors assess risks, forecast returns, and make informed investment decisions. Additionally, XENTIS ensures compliance with industry regulations, offering automated reporting and auditing features. The software's intuitive interface and customizable dashboards make it a valuable tool for investment professionals looking to optimize their portfolio management strategies.

  • No, XENTIS does not offer a free version.

  • Yes, XENTIS offers a free trial.

  • No, Credit Card details are not required for the XENTIS trial.

  • XENTIS offers the following pricing plans & packages:

    Basic

    $1 Per Feature

  • No, XENTIS does not offer an API.

  • XENTIS offers training with the following options:
    • In-person , Webinar , Documentation

  • XENTIS supports the following languages:
    • English

  • Following are the typical users of the XENTIS:
    • Self-Employed , Small-Business , Midsize-Business

  • XENTIS supports the following deployment:
    • Cloud Hosted , On-Premise

  • XENTIS supports the following devices and operating systems:
    • Web-Based , Windows