Systemintegration for Financial Services

Asset Management

Asset Management

Efficiently managing short-term and long-term investments in times of increasing regulatory requirements and shorter project duration is becoming more and more challenging for the financial services industry.

We at findic have extensive experience in managing projects in this changing environment and ensure smooth implementations. Our consultants cover the entire securities process from front-to-back and contribute the necessary business and IT expertise.

  • Our business experts keep track of national and international legislative procedures and provide early indications as to relevant changes.
  • Our business analysts take these hints and develop concepts for quickly and effectively implementing these changes in the client’s business.
  • Our IT experts are responsible for completely implementing the respective requirements. Our clients benefit from our extensive project experience in handling various asset management systems, for example SimCorp Dimension and Profidata Xentis.

Our activities focus on the asset management topics compliance, risk management, accounting and reporting, including business analyses, process redesign and IT system implementation, to achieve the best possible automation.

As your “Partner for Change”, findic will be happy to support you in implementing your projects.



Changes are triggered by new requirements specified by regulatory authorities or legislators and by newly developed business segments.

We keep an eye on the financial world: findic deals with international legislative topics such as Basel III, FATCA or the Dodd Frank Act, EU-wide legislative topics such as CRD IV, UCITS IV, EMIR/CCP, MiFID II or AIFMD as well as with amended national legislation. With our Swiss office, we make sure to have a team of experts on board who focus on Swiss market requirements (Stock Exchange Act (BEHG), Financial Markets Infrastructure Act (FMIA), Federal Financial Services Act (FinSA)).

We look at the bigger picture and provide businesses with an adequate solution. We offer support in performing requirements analyses, create project plans and implementation concepts and develop an adequate reporting process.

Our consultants draw on many years of project experience in the fields of compliance, risk management, accounting and reporting. We at findic will be happy to support you in implementing your projects.


Changing established systems also requires changing processes. But today, it is not only about improving existing processes. Regulatory requirements continue to increase and organizational structures keep changing. Business processes have to be adjusted accordingly.

Changes always strive for improvement in order to make processes more cost-efficient, quicker and simpler. findic identifies improvement potentials and helps realize these potentials and perform the required changes as efficiently and smoothly as possible.

In our highly engineered world, optimization is often triggered by automation. However, automation is only useful up to a certain extent and to a certain point. Thanks to their comprehensive professional experience, the consultants at findic have an eye for the right level of automation, for employees are still at the center of every process.

Our consultants are certified project managers (SCRUM, PRINCE2, PMI) and will be happy to support you in implementing your projects.


To implement complex business requirements in an IT system, you need to have vast knowledge of finance and IT. Our experts at findic understand both worlds and thus act as the ideal interface between business and IT.

It is not always possible to use standard software to map all processes. findic has been working with the leading products in asset management software (SimCorp Dimension, Profidata Xentis, Murex, Diamos, etc.) for many years and assists businesses in assessing, selecting and implementing the right software. Our IT experts are familiar with the weaknesses of standard software and therefore also compose individual solutions, either by combining several specialized applications or by developing individual software enhancements.

The next steps involve the digitization of processes: When configuring applications and interfaces, you have to make sure to meet business requirements and to achieve a high level of automation.

We develop data administration concepts in cooperation with the client’s IT Manager and thus create a tailored solution that is ready for implementation. In addition to data configuration and migration, we also offer to program interfaces and individual applications in order to increase IT performance. We also assist in performing recurring tasks such as implementing new releases.

It has become ever more important to sufficiently test projects before they are implemented. The IT sector has made considerable progress in this area in the past years. findic will be happy to advise you on test automation matters and to introduce software-based approaches. Our ISTQB-certified staff provides support for test planning, testing, quality assurance, defect management or test case creation.