Name: XENTIS
Author: Profidata Group

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enhanced 911 (E911)

File Sharing

Risk Management

Statistical Analysis

Enterprise

Accounting

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Lakehouse

Data Mapping

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

In-Memory Databases

Incident Response

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Log Management

Managed IT Service

Network Performance Monitoring

Password Management System

Release Management

SOA Application Gateways

Web Portal

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Content Management

Customer Reference Management

Email Marketing

Email Testing

Marketing Automation

Product Sampling

Retail Media Advertising

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Lead-to-Account Matching and Routing

Multichannel Retail

Sales Coaching

Sales Gamification

Social Commerce

Sales

Architecture

InsurTech

Laboratory Information Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Oil and Gas

Real Estate

Vertical-Specific

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XENTIS is an investment management system designed to optimize and automate various aspects of the investment process, including portfolio management, asset allocation, risk management, compliance testing, and reporting. According to the vendor, XENTIS caters to the needs of asset managers, banks, insurance companies, family offices, and private wealth management firms of all sizes.

## Key Features

**AssetView - portfolio monitoring**: AssetView is a web-based portfolio analysis tool that provides a comprehensive view of portfolios. It offers real-time monitoring of portfolio performance, asset allocation, and historical valuation options. Users can analyze fund key figures, view positions, and access transaction history.

**DirectOrder - order management**: DirectOrder enables real-time order management within XENTIS. Users can track the lifecycle of placed orders, from creation to execution, in real-time. It seamlessly integrates with existing XENTIS offerings and provides current portfolio valuation and composition information.

**e-AMIS - wealth management system**: e-AMIS is an asset management and information system that supports the entire investment process. It offers functionalities such as customer relationship management, risk profiling, mobile client access, and accounting. According to the vendor, e-AMIS covers regulatory requirements and allows for the creation of investment proposals and onboarding of customers.

**FundLine / RiskLine - automated calculation and processing of fees and commissions**: FundLine automates the calculation and processing of fees and commissions. It provides intelligent contract management, automated commission calculation, and billing. RiskLine is a market data validation and supply solution that offers automated market data supply and validation methods.

**XENTIS adapter and integration capabilities**: XENTIS comes with a standard adapter for seamless integration into existing systems. It allows for the addition of data from third-party systems through further adapters. According to the vendor, XENTIS offers uncomplicated integration into the existing system landscape and user administration. The application interface can be adapted to the customer's corporate design and supports single sign-on.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

ECOS

XENTIS

Investment Portfolio Management

Profidata Group

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Investment Portfolio Management Software

XENTIS

Overview

What is XENTIS?