CONCEPT IAM : a reliable, compliant and sustainable software solution for the Independent Asset Managers and the Multi-Family Office

As Independent Asset Manager and/or Multi-Family Office, you are looking for a reliable, compliant, and sustainable software solution.

Our CONCEPT IAM solution, developed in Switzerland (Nyon) since 1992 is a proven solution that simplifies compliance and contributes to significant productivity gains.

With a local and experienced support team, it notably offers :

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For Compliance, automated functions covering:
o Data / Documents control  : Compliance Diagnostic
o Clarification of high-risk transactions : Interfaces with more than 80 banks
o Name screening  : Interfaces with Worldcheck, SECO,..
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For the Front & Back Office :
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Automatic import of transactions / positions / e-Docs from more than 80 interfaced banks
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Automated assets allocation control (pre-trade & post-trade)
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Wealth reporting covering financial assets (Listed investments / Private Equity) as well as other assets : Real Estate, Artworks, Yachts, Jets, Cars,…
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An integrated document management system or one interfaced with DMS solutions (M-Files, Therefore,…)
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Automated billing based on AUM, performance,…
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The ability to automate and digitize your entity’s accounting with automatic import of cash transactions and integration with the billing module

In a spirit similar to that of Family Offices, our company has been evolving for more than 30 years within a climate of confidentiality. Its development has been driven primarily by recommendations from existing clients or users of the solution.

In order to support the development of your business, we are at your disposal for a customized presentation and an analysis of your needs.

Computer Performance Services Ltd

Jean-Régis Mermillod (Directeur)

jmermillod@cpsltd.ch    +41 79 820 40 36