IGUV

SOFTWARE AND IT SERVICES

There are about 40 providers of portfolio management systems (PMS) in Switzerland. Inexpensive PMS solutions are available from as little as CHF 5,000 per year, while more expensive solutions are only available from CHF 60,000 per year. However, the upper limits are open. Most PMS providers range between CHF 10,000 and CHF 30,000 per year.

Are you looking for a PMS, a CRM, archiving software, a cloud provider or an IT outsourcing partner?

With our specialist, this is quite simple. Our specialist selects the right providers for you. You define the requirements and the budget. The specialist from IGUV has a great market know-how (especially for PMS and CRM) and personally takes care of your request. With the information received, the specialist finds the most suitable providers for your needs. You choose the favorites and you contact the providers yourself. Alternatively, upon request, the provider will contact you.

CONDITIONS
PMS-EVALUATION

CHF 1'750

for members only

CHF 750
IT SERVICES

CHF 1'750

for members only

CHF 750
CRM-EVALUATION

CHF 1'200

for members only

CHF 500

The most important four advantages of independent advice from the specialist

1. TIME

A serious test phase for a new PMS platform, for example, can take up to a year. Setting up a test environment alone can take several weeks. There is not enough time to test a sufficient number of such providers on all relevant functions. Focusing on the best solutions saves the UVV a lot of time.

2. RISK

The way of no return. Dependence on a single platform can be systemic for an EIA. Choosing the wrong provider because one has not analysed one's own requirements enough or has not asked the relevant questions beforehand is unforgivable. A second opinion by a specialist can save the UVV from serious mistakes and gives it more security.

3. EXPERIENCE
The provider of a service will not point out to the UVV the advantages of other providers or the weaknesses and faults of his own product. Advice from a neutral IT specialist with many years of experience in this field is therefore a valuable and actually indispensable aid to decision-making.
4. SUBSTANTIAL SAVINGS
For the services mentioned, we are talking about annual costs of between CHF 2,000 and CHF 60,000 per year. The one-time consulting costs in the amount of CHF 500 to CHF 750 for members, are relatively low in relation to these expenses. Our specialist also enables UVV to make considerable savings. After a successful conclusion, the asset manager is reimbursed for the consulting costs. even reimbursed. *
*Reimbursement depends on the respective investment amount and software/IT provider and applies to members only.

REGISTRATION FOR A CONSULTATION

IGUV and its specialists undertake to disclose all brokerage commissions, retros and remuneration of a client after the service has been rendered. Remuneration in excess of the consulting fee will be reimbursed to the client. Please select the consulting service(s) you require. Our specialist will be happy to contact you as soon as possible.

DAVID KRAUS

DIGITAL OFFICER

IGUV Board member

Envelope Phone-alt User
PROCEDURE OF THE COUNSELLING
  • Online booking and advance payment for the desired counselling according to the offer
  • UVV receives an online questionnaire with the relevant questions to narrow down its specific need based on the requirements and the available budget
  • UVV receives a list of the most suitable providers based on these requirements
  • Online meeting 60 to 90 minutes with the specialist to clarify questions
  • UVV receives an evaluation grid with valuable tips that are important for the evaluation.
  • UVV contacts the providers directly and tests or compares them itself
  • UVV decides on a provider and concludes a contract with the support of the specialist
  • UVV partly benefits from special conditions due to the cooperation with our specialist and receives a reimbursement of the consulting costs*.
*Reimbursement depends on the respective investment amount and software/IT provider and applies to members only.

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