Investment Management

A centralized management system for all investment-related information and documents

Comprehensive and compliant investment management

Quality, completeness, and transparency for your equity holdings

Many companies and banks are faced with the immense challenge of providing a full and systematic overview of all investments. Reports and publications of the company should follow a consistent line and sums of money should be reasonably and efficiently controlled and distributed across any system.

The solution lies in the introduction of software that meets all technological and business demands for investment management. Our highly specialized, web-based investment management software for corporates and banks brings all data together into an uninterrupted history, ensuring its quality, completeness, and transparency. This way you will achieve comprehensive and compliant investment management with information on, for example, business, capital, shares, quotas, contracts, people, committees, and mandates – all in a historicizing database including reporting and quota calculation.

With our compliant investment management software, you get:

  • meaningful consolidation of data and documents
  • legally compliant data management, including auditing reliability, and the ability to provide information at any time
  • ready-made evaluations and reports with visualization functions

We not only provide the appropriate software, but also guarantee its professional introduction. We'll be at your side above and beyond the replacement of outdated ways of working, data transfer from the distributed systems, as well as the training of staff.

Features of our investment management for corporates and banks


for users and specialists

for users and specialists

  • More effective working
  • Automatic, seamless historicizing of data and documents
  • Customizability without the expense of individual programming
  • Easy data management and immediate visualization
  • Clear, transparent documentation
for IT managers

for IT managers

  • Homogeneous IT landscape
  • Management and safe operation of a unified web system
  • Single point of truth
  • Simple system maintenance and update processes
for decision makers

for decision makers

  • Cost optimization
  • More effective use and allocation of resources
  • Compliance security
  • Future-proof through expandability

Stephan Göttlicher

PASS Consulting Group

+49 60 21 . 38 81 75 69