About Fidas
Fidas is a financial data management and reporting platform for investment managers. It consolidates fragmented financial data into structured, reliable insights, particularly for organizations with complex legal or municipal structures.
Fidas is a financial data management and reporting platform for investment managers. It consolidates fragmented financial data into structured, reliable insights, particularly for organizations with complex legal or municipal structures. For business analysts and portfolio managers, its value lies in supporting regulatory compliance by ensuring decisions are backed by accurate historical data and reports are audit-ready. It is a high-precision, reliable tool for professionals who require accuracy in investment oversight.
Pros & Cons
- Users only pay for the specific modules they need.
- Reduces the time needed to compile quarterly reports
- Hosted in BSI/ISO certified German data centers, ensuring strict data privacy.
- Unmatched compliance with German municipal and financial reporting regulations
- Because it requires importing complex financial structures, the initial setup is not fast
- The depth of the financial controlling tools requires users to have a background in accounting or finance.
- The platform and its extensive support documentation are primarily in German.
Features
Key features
Allows users to create "Best-Case/Worst-Case" scenarios and plan/actual comparisons for risk assessment.
Real-time visualization of KPIs and financial development across an entire portfolio.
A central, chronological archive for all contracts, protocols, and financial documents related to a specific holding.
Generates audit-compliant quarterly and annual reports using standardized Word and PDF templates.
Tracks investment inquiries from the first contact through auditing/due diligence to the final investment decision.
Additional features
High flexibility to add individual data points specific to a niche investment type.
Tools to organize and document shareholder meetings and board resolutions.
Automated calculation of complex financial ratios from imported balance sheets.
Revisions-safe workflow that requires secondary approval for critical data changes.
Integration with corporate IT for secure, 2-factor authentication access.
Web-based interface optimized for laptops, tablets, and smartphones.
Specialized modules for communal sustainability reports (common in German public sectors).
Automatic indicators that trigger alerts when specific KPIs deviate from targets.
Aggregates financial data from multiple subsidiaries for a segment-specific view.
Centralized storage of contact info, legal structures, and shareholder information.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Fidas
Fidas is a financial data management and reporting platform for investment managers. It consolidates fragmented financial data into structured, reliable insights, particularly for organizations with complex legal or municipal structures.
Fidas Details
Fidas's In-App Market Place
Does Fidas have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
EUR
Pros & Cons
- Users only pay for the specific modules they need.
- Reduces the time needed to compile quarterly reports
- Hosted in BSI/ISO certified German data centers, ensuring strict data privacy.
- Unmatched compliance with German municipal and financial reporting regulations
- Because it requires importing complex financial structures, the initial setup is not fast
- The depth of the financial controlling tools requires users to have a background in accounting or finance.
- The platform and its extensive support documentation are primarily in German.
Fidas's Support Options
Email Address
kontakt@saxess-ag.deContact
0341 355238-0Fidas's Alternatives
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