Services

01 Overview

Solutions

Meeting complex challenges efficiently

We offer a broad spectrum of consulting services for asset managers. Our services are all custom-made to your specific needs.

Based on our many years of experience, we find solutions that are efficient and cost-effective.

02 Overview

Key aspects

Consulting

Our customers are twice benefiting from that: amfin Consulting is successful in IT-strategic as well as in professional consulting – especially to meet the needs of capital investment companies.

We have accumulated insider knowledge of the investment management system SimCorp Dimension and of its features. Conforming with our clients' demands we execute the implementation, optimisation, standardisation and process extension within the scope of SimCorp Dimension projects.

We will take to you all our experience in project support or project management, implementing SimCorp Dimension. We will bolster and guide you to success. With best consulting and best advise.

Experience in in- and outsourcing projects in nearshore and offshore locations
Support during system change/migration from and to SimcorpDimension, Aladdin or Xentis
Introduction of standard asset management systems such as SimCorp Dimension or Aladdin
Consultancy and support from the design and realisation of the latest IT solutions through to their implementation
Project management in a classic and agile environment, from drawing up the scope of services and budget to planning, coordination and communication in the project and transferring the results to productive operation

Business Analysis

amfin Consulting is specialised on professional consulting in IT-oriented investment management projects.

Our competence is establishing links between business and information technology. Being our customers' team partners, we know about the demands of the sector, analyse and structure the individual requirements, comprise them and translate them into IT-affine language.

This way we generate a harmonic operational interface between department and IT: This guarantees for lastingly successful projects and processes.

We will support you in achieving these goals.

Business Process Management: Business process analysis and process optimisation for investment companies and transaction banks
Recording and documentation of actual/target processes during re-engineering
Implementation of new trading instruments (New Instruments Onboarding)
Integration of technical requirement profiles into customer-specific IT systems (specifications, process design, parameterisation, testing)
Development of innovative concepts in the area of fund administration, optimisation of back and middle office processes incl. creation of work instructions

Support

amfin Consulting will support you effectively in establishing an efficient incident and problem management process, in applying it purposefully and in filling it with life.

The "Unique Point of Contact" strategy is our key in generating a satisfied user community within your enterprise. Anyone who successfully establishes a competence centre in user support will not only acquire high trust and security among the users but also a surplus in satisfaction.

You may not only trust in our assistance to achieve these aims but also rely on it.

Provide functional 2nd and 3rd level support for SimCorp Dimension
Analysing and developing solutions for complex IT software issues
Ensuring a regulated production process
Support in the context of administration, system adjustments and release changes
Documentation of all activities in the customer support ticket system
Development of integrated incident and problem management processes

Training

If your staff stands then your company stands too: amfin Consulting offers you professionally managed in-house training tailored to meet your demands practically and individually. Our business in training covers the full range of services in fund management, directing the focus to Aladdin or SimCorp Dimension, one of the market leaders in investment management systems.

Technological progress in the investment sector is ever again demonstrated by new and innovative solutions enabling a high degree of automatisation of processes. If the staff involved in this procedure has a correspondingly high know-how, not only their personal track record will increase but also that of your enterprise. This is the perfect starting point – and for our training, too.