Manage investments in real time through reliable and up-to-date data at all times and in the highest quality. Seamless integration with SAP systems, flexible access and a customizable UI on SAP BTP.
Overview
Streamline legal entity management and stay ahead of all regulations
Easily manage and control your entire investment portfolio with a seamlessly SAP integrable solution, ensuring optimized performance, compliance, and real-time oversight.
Access and visualize historical and real-time data of all investments
Gain real-time access to up-to-date investment data anytime, anywhere, and visualize complex structures to enable clear decision-making and drive strategic insights.
Ensure process-driven data governance and compliance
Achieve comprehensive regulatory compliance through automated workflows, detailed change documentation, and certified auditing processes within a structured, process-driven data governance framework.
Details
Solution type
Extensions and Add-ons
Industry
Cross-Industry, Retail, Banking, Insurance
Compatibility
Works with
This product is compatible with or enhances the functionality of these SAP solutions but doesn't require them.
- SAP S/4HANA Cloud Private Edition
- SAP Cloud Portal service and SAP Fiori
- SAP ERP
- SAP Business Technology Platform
- Identity Authentication
- SAP Build
- SAP S/4HANA Enterprise Management
Features
Optimize the management of comprehensive investment data
Centralize and streamline investment data management to efficiently track changes, handle complex structures, and generate accurate real-time reports, supporting informed and confident decision-making.
Customize to your needs with our no-code platform
Easily tailor interfaces, validation rules, and reports without programming skills. Effortlessly adapt the system to meet your business needs using our flexible no-code platform.
Access intuitive cloud-based user interface anywhere
Access the Corporate Investment Manager effortlessly on SAP BTP. Experience a personalized, user-friendly cloud-based interface from any device, anytime, ensuring seamless accessibility and enhanced productivity.
Plans and pricing
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- Same as Starter Package. The set-up fee varies depending on time and material.
- Additional admins, power users or view users.
- Portfolio Management Integration and Productivity Tools modules included.
- Deployment Alternatives: Private Cloud (on customer-owned infrastructure)
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- Deployment On-Premise included.
- Location management module included.
- Document management module included.
- Task and Reminder Manager Module included.
- Offline KPI Management Module included.
- The set-up fee varies depending on time and material.
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Technical Information
Technical details
| Solution type | Extensions and Add-ons |
| Category | Application Development and Automation |
| Industry | Cross-Industry, Retail, Banking, Insurance |
| Works with |
|
Deployment and operations
The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Deployment |
|
| Globalization |
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| Operations |
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Security and compliance
The following information is provided by the publisher and applies to the latest app version available on the SAP Store. SAP does not control these policies and procedures; the publisher is solely responsible for the accuracy of the provided information.
| Security |
|
| Compliance |
|
technical-name
2001015642
is-partner
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support-email
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Publisher
zetVisions GmbH
zetVisions GmbH is the software provider for company-wide data management. We develop and implement solutions for master data and investment management, paving the way for digital transformation for numerous companies. zetVisions software ensures data quality, reduces errors, and accelerates workflows. We provide our customers with the confidence to make decisions based on reliable data, creating a foundation for added value and business success. In the world of master data and investments, our solutions offer clarity and foresight. We are passionate about data and have been experts in data governance for over 20 years. With experience from over 400 cross-industry projects, zetVisions is the leading European software provider and market leader in investment management. Our customers include many DAX, MDAX, SDAX companies, medium-sized enterprises, and local authorities.
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