About Netfolio
Netfolio is a comprehensive portfolio management platform for professional asset managers. It consolidates fragmented data from multiple global banks into a unified, structured view, enabling clearer analysis and reporting.
Netfolio Details
Vendor
Alphasys
Year Launched
2003
Location
Alphasys AG Untertor 2 8400 Winterthur
Deployment
cloud, on premise, web browser
Training Options
Countries Served
Switzerland, Germany, Austria
Languages
English, German
Users
Financial analysts, Portfolio managers, Wealth advisors, Investment bankers, Compliance officers
Industries Served
Financial Services
Tags
Wealth Management, Asset COnsolidation, Portfolio Analysis
Netfolio's In-App Market Place
Does Netfolio have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
EUR (€)
Pros & Cons
- Users only pay for the modules they need, whether it's just reporting or a full CRM/OMS suite.
- The nightly bank feeds significantly reduce operational overhead and human error.
- Hosted in Switzerland under some of the world's strictest data privacy and banking security laws.
- The depth of the analytics engine requires professional financial knowledge to fully utilize.
- Setting up automated feeds with multiple banks requires a structured onboarding period.
- The pricing and complexity make it less suitable for small, individual retail investors.
Netfolio's Support Options
Email Address
support@alphasys.chContact
+41 52 268 68 00