Our Vision

Our goal is to become the global leader in supporting financial services for outsourcing and data managing as well as the preferred specialist for complex requirements in this area.

Our Mission

As a premium provider for processing and displaying complex financial information, we provide comprehensive, modern and modular services at a reasonable price.

Our Mission Statement

As an independent data manager, we offer our clients a real and unique added value that makes the difference.

Happy customers are our goal! We achieve this through our innovative products and accurate data, thanks to our highly motivated staff who take care of our clients with commitment and professionalism.


Company

Consaltis has evolved from a small local company into a global, independent information manager that has shown its ability to adapt to ever-changing customer and market needs and to provide targeted solutions.

>60
Clients
from all over the world and from various segments

>30
Billion CHF
assets under Reporting we manage on our systems

21
Employees
assist our customers every day

>15
Years
since 2002 Consaltis stands for individuality, continuity and accuracy

Management Team

Together our management team has over 100 years of experience in the area of Data Management, Investment Reporting and Real Estate Consulting. With this knowledge, we can solve problems and co-develop new technologies.



Locations

Locations in your area! We maintain personal customer contact and strive for long-lasting business relationships. Our international network is continuously growing within the main regions of our customers to guarantee short reaction times and permanent availability.


Consaltis Holding AG


Consaltis Aktiengesellschaft
Vaduz – Liechtenstein

Consaltis Reporting GmbH
Pfäffikon – Switzerland

Consaltis GmbH
Berlin – Germany

Consaltis GmbH
Bregenz – Austria

TechConsaltis Lda.
Pedrógão Grande – Portugal


Data Management

A fast and direct availability of consolidated financial information is crucial to the success in investment management.

COLLECT - TEST - PROVIDE

We manage the daily transactions and assets on your IT-environment or on our own investment management platform, on any level of detail determined by you.

Investment Reporting

Increasing performance pressure and the desire for transparency require flexible reporting solutions, geared to the individual needs of the customer.

CONSOLIDATE - ANALYZE - PRESENT

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Accounting

A proper Accounting system is a prerequisite to any successful business activity. Only those who consistently and accurately record all transactions, have a clear picture of how well their business is going.

BOOKKEEPING - BALANCE - REPORT

You focus on your business – we take care of your Accounting.

Compliance & Controlling

Compliance and controlling in addition to the existing risk management builds an adequate control system.

CHECK - MONITOR - INFORM

As a compliance & controlling specialist we support our clients by preventive consulting, guideline monitoring and test reporting according to the client specific and international legal standards.

Asset Manager Plattform

Efficient asset management is based on fully scalable solutions across the entire value chain and in compliance with all legal provisions.

EFFICIENT - COMPREHENSIVE - COMPLIANT

Financial Intermediaries get access to a best in class Portfolio Management Software and benefit from our back-office package “Data Management”.

Real Estate Consulting

The real estate is a complex asset, which needs your full attention to ensure its value retention.

ANALYZE - ADVISE - REPORT

Starting from the investment strategy, we analyse your real estates, support actions and report its evolution.


Provision Institutions

In addition to detailed Performance and Risk Analysis you benefit from the Fund Look Through functionality and the exposure calculations which provides you with full transparency in regard to validate compliance with regulatory limits and coverage obligations.

UHNWI & Family Office

Full flexibility provides our GUI (Graphical User Interface) by means of which you can fully analyse shareholder structures, private equity investments and cross-cutting consolidation with only a couple of clicks.

Asset Managers

Our holistic approach ensures that all key dimensions are covered, starting with the CRM (Customer Relation Management) to the Asset Management to the Consolidated Reporting under the asset manager’s own brand design.

Trust / Foundations

In addition to the verification of compliance with statutory regulations and directives, the statement of accounts as well as the securities and financial accounting provide you with a decisive added value.

Banks & Insurances

Use our competence as an aggregator with global network and gain access to our modern report engine with white label functionality to evaluate the assets of your clients in a state-of-the-art manner and on consolidated levels.

Public Service Bodies

Provide this leadership tool to your Finance Committee for added security that your investments meet the necessary legal requirements at any time.


Oliver Waldherr, MBA LL.M

Consaltis Group CEO

Chairman and founder of the Consaltis group. Many years experience with banks, in asset management and in controlling.

We combine the accuracy of an accountant, the securities knowledge of an asset manager and the duty of an auditor to meet the highest requirements of our customers.

Franz Waldherr

CEO Consaltis Liechtenstein

Over 30 years of industry experience on the financial centre of Liechtenstein. Managing Director of Consaltis Liechtenstein since 2002.

It is important to question well-tried as well as existing ones, but always making sure it stays true to its core values. I meet this principle every day by keeping in contact with our customers and service partners.

Caroline Nobile

CEO Consaltis Switzerland

We know, every idea is only as good as it is successfully implemented. According to the motto “we walk the talk” we do what we say and deliver what we promise – top quality and innovative, cost effective solutions.

Claus Bernatzik, MBA CIC

CEO Consaltis Austria

Many years of experience in the financial sector and since 2011 Board Member of Consaltis.

The challenge to find new solutions for our clients is a satisfactory daily task. The digitisation in the financial sector we take as an opportunity to demonstrate our pioneering spirit.

Michael Kuhn, Dr. rer. pol.

Associate Director Consaltis Germany

Professor of Real Estate Management at University Anhalt, Bernburg.

Massimo Gaetani

CEO TechConsaltis Portugal



Switzerland

Consaltis Reporting GmbH

Servicecenter
Etzelstrasse 27
CH-8808 Pfäffikon

Austria

Consaltis GmbH

Servicecenter
Altreuteweg 20b
A-6900 Bregenz

Portugal

TechConsaltis Lda.

Servicecenter
Rua Vale Verde N.°23
PT-3270-089 Pedrógão Grande

Liechtenstein

Consaltis AG

Head Office
Landstrasse 51
FL-9490 Vaduz

Servicecenter
Rätikonstrasse 31
FL-9490 Vaduz

Germany

Consaltis GmbH

Head Office
Max-Sabersky-Allee 30c
DE-14513 Teltow

Servicecenter
Gustav-Adolf-Str. 71
DE-08523 Plauen

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