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.
As a premium provider for processing and displaying complex financial information, we provide comprehensive, modern and modular services at a reasonable price.
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.
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.
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 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
Vaduz – Liechtenstein
Consaltis Reporting GmbH
Pfäffikon – Switzerland
Berlin – Germany
Bregenz – Austria
Pedrógão Grande – Portugal
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.
Increasing performance pressure and the desire for transparency require flexible reporting solutions, geared to the individual needs of the
CONSOLIDATE - ANALYZE - PRESENT
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 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.
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”.
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.
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.
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.
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.
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.
Provide this leadership tool to your Finance Committee for added security that your investments meet the necessary legal requirements at any time.
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.
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.
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.
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.
Rua Vale Verde N.°23
PT-3270-089 Pedrógão Grande