PERSPECTIVES
During the years 2020/2021, our company was able to successfully deal with the hazards caused by the “Covid19” pandemic, it was nevertheless able to achieve all the objectives it had initially set itself, namely:
- finalization of the redevelopment of the user interface of its software packages in “.NET” (Windows Presentation Foundation)
- the adaptation of its software packages in such a way as to allow its customers to comply with new legal requirements
- the development of new modules (banking interfaces/reporting/etc.)
This while maintaining a significant financial capacity adapted to its future ambitions.
The year 2022 will be a year of transition during which our company will implement the “.NET” versions of its software packages with its “customer” base. In addition, it will initiate the development of new modules (dashboard/alert management/etc.). While achieving a profit result similar to previous years.
According to our four-year planning, we will approach the years 2023/2024/2025 with serenity.
The :
- financial strength of our group
- stability of our staff
- structure of our shareholding (not generating conflicts of interest)
- loyalty of our customers
allowed us to keep our initial commitment made more than 30 years ago:
« ACCOMPANYING OUR CUSTOMERS IN THEIR EVOLUTION
AND THUS GUARANTEE THE INVESTMENT MADE
WHEN ACQUIRING ONE OF OUR PRODUCTS “
For example:
I.) We have facilitated and facilitate the migration of our software
to
CONCEPT Family office
This option allows our customers to conciliate their current activity with the development of new initiatives in the context of global wealth management (Type Family Office in a “Single” or “Multi Family” configuration) and thus diversify their sources of income.
As part of the migration to CONCEPT Family Office, only the differential in the license price was taken into account in calculating the new fee for customers with a maintenance contract.
II.) Since the month of October 2020, we have been presenting to our customers the new versions of our software packages, which have just been finalized:
CONCEPT Family office (Versions SFO/MFO)
CONCEPT Independant Asset Managers
CONCEPT Compliance LBA–AML
CONCEPT Broker
These applications have been redeveloped in .NET, they become WPF (Windows Presentation Foundation) applications, they are being installed with different customers.
Compliance with this standard, Microsoft’s latest approach to user interface) considerably improves the possibilities of using our applications while retaining all the business functions that have made them successful.
The user is thus able to open several modules, or even the same module several times in order to access all the information he wants, at the same time, on one or more screens.
The user defines his own preferences in order to personalize the application according to his way of working, such as the zoom level, his favorites, his color theme, etc.
This major technological evolution was carried out in collaboration with our sister company.
SWISS HANOI SOFTWARE DEVELOPMENT JOINT STOCK COMPANY
This sister company was incorporated in 2015 already in Hanoi (Vietnam) in order to facilitate the transition of our applications to WPF (Windows Presentation Foundation), it is installed in its own offices and has its own staff.
Our initial objective has now been achieved, the implementation of the new versions of our applications being currently underway with our customers.
RETROSPECTIVE
For over 30 years, our company has been designing and publishing software intended to cover the specific needs of players working in the financial field, such as :
- Compliance (LBA/AML)
- Family Office (Single Family « SFO » / Multi Family Office « MFO »),
- Independent Asset Managers (IAM),
- Trustees,
- Brokers,
- Fiduciary companies
- Processus (banking interfaces)
- Processus+ (facilitating operational risk management)
under the brand “CONCEPT“.
For more than a quarter of a century, our company has been able to anticipate the evolution of the financial sector by constantly adapting its software and designing new products reproducing
