Our Partners

With our partners we ensure that we can optimally fulfill the diverse wishes of our current and potential customers.

The cleversoft group is a leading provider of software solutions and full service provisions for the financial industry with the aim of optimizing and rationalizing business processes. This company with its headquarters in Munich and its branches in Luxembourg and Sofia currently employs over 60 personnel. In particular since 2011, cleversoft´s technological focus for the production of regulatory documentation has been targeting the needs of the product manufacturers (issuers) and the requirements of the sales offices, with the WpHG-Novelle for the introduction of the product information leaflets as well as for the simultaneously introduced UCITS KIIDs.

cleversoft GmbH
Paul-Heyse-Str. 6
80336 München

Telefon: +49 89 / 288 51 11 – 0

More than 25 years following the founding of market maker Software AG (which was merged with the vwd group in 2011): with the start-up of FinaSoft GmbH in January 2016, once again there arose the opportunity to reconsider an optimal offer of services and software for the financial community.

The 13 software developers and sales, product and project managers at FinaSoft, who have more than 160 years of industry experience between them in the areas of securities and portfolio management, provide support to financial service providers, who deal with portfolio and asset management for private and institutional clients. The portfolio includes consulting, the development of individual solutions and the introduction of modern standard products. FinaSoft GmbH is based in Kaiserslautern.

FinaSoft GmbH
Karl-Marx-Str. 39
67655 Kaiserslautern

Telefon: +49 631 / 8924 7500

FIS (Fidelity National Information Services) is worldwide the largest supplier of banking and payment transaction technologies. FIS offers financial service companies a variety of payment transaction and banking solutions, including software, services and technology out-sourcing. FIS employs over 55.000 personnel.

With its headquarters in Jacksonville, Florida, FIS serves more than 20.000 customers in over 130 countries. FIS is a Fortune 500 company and is a member of Standard & Poors 500® Index.

601 Riverside Avenue
Jacksonville, FL 32204 USA

Telefon: +1 904 438 6000

The „Forum VuV“ (Forum of the Non-profit Association of Independent Asset Managers Germany) was founded in 2006 by nine original members and currently comprises 26 reputed companies, including private, major banks, direct-service banks, capital investment companies, issuing houses and other financial service companies.

Forum VuV e.V.
Stresemannallee 30
60596 Frankfurt am Main

Telefon: +49 69 / 66 05 50 10

The FOSTER Forschungsinstitut (Research Institute) for Family Offices is the German-speaking network for wealthy families, entrepreneurs and experts for Family Office services.

For this sector, a permanent dialogue-forum has been created to promote the exchange of innovative ideas, strategies and viewpoints. The overriding target: providing orientation, making dedicated expertise available to market participants, optimizing processes and initiating the right discussions. This is always with the complete value-added chain of greater family asset holdings in mind.

FOSTER Forschungsinstitut
für Family Offices GmbH
Rembrandtstraße 13
60596 Frankfurt am Main

Telefon: +49 69 / 95 93 209-0

Microsoft-competence is achieved by companies via customer references, personnel certifications and/or the development of tested, certified Microsoft-based software.

Microsoft Deutschland GmbH
Konrad-Zuse-Straße 1
85716 Unterschleißheim

Telefon: +49 89 / 31 76 – 0

Patronas develops innovative Front and Middle Office solutions for highly efficient investment processes (pre-trade, trade and post-trade).

The products OPUS, TradeDirector and FrontFIX are successfully deployed by leading investment companies, asset managers, private banks and their suppliers of services such as agents, fund managers, Investment and custodian banks.

PATRONAS Financial Systems GmbH
Schnewlinstraße 4
79098 Freiburg

Telefon: +49 761 / 400 688-0

Prestel and Partner organize exclusive conferences for Family Offices and UHNWI. These high-level conferences enable Family Offices and UHNWI to discuss relevant subjects, exchange information and network on equal terms.

Prestel & Partner Ltd
78 York Street
W1H 1DP London
United Kingdom

Telefon: +44 20 / 33 97 139-0

Quasol offers quantitative Know-how together with refreshing solutions for risk and asset management. Here Quasol specializes in complex finance-mathematical challenges and their technically state of the art implementation for finance and software companies. The close cooperation with various universities enables a constant theory to practice transfer and guarantees continuous on-going product development.

You can learn more about the cooperation between PSplus and Quasol in this Case Study about the calculation engine solution for the implementation of the derivatives regulations.

Quasol GmbH
Hauptstr. 5b
46569 Hünxe

Telefon: +49 2064 / 45 64 394

SIX Financial Information is a leading supplier in the field of acquisition, refining and distribution of international financial information. Finance market specialists from SIX Financial Information acquire stock market information from all the important finance centers: directly and in real time. SIX Financial Information has a databank which, with its structured and encoded securities management information regarding ca. 6.5 million financial instruments, is unique worldwide with regard to its depth of information and data coverage.

With branches in 23 countries SIX Financial Information combines the advantages of a global presence with those of local know-how.

SIX Financial Information
Deutschland GmbH
Theodor-Heuss-Allee 108
60486 Frankfurt am Main

Telefon: +49 69 / 717 00 – 0

PSplus Portfolio Software + Consulting GmbH