NeoXam strengthens partnership with Gérifonds
03 June 2025 Switzerland
Image: stock.adobe.com/efesenko
NeoXam has strengthened its partnership with Gérifonds to enhance regulatory compliance and operational efficiency.
Amid increasing regulatory demands for Swiss fund managers, NeoXam Compliance will help automate Gérifonds’ regulatory oversight. This will help enhance its ability to detect and resolve compliance breaches efficiently.
Philipp Sfeir, head of the EMEA North region at NeoXam, comments: “While the solution covers regulations such as its Swiss Rule Package, customers can also set up new rules. This means that Gérifonds, along with our other customers, can extend the software to include specific investment policies, such as rules on distributions based on type of portfolio asset, percentage of holding per type of issuer, and rating portfolio assets.
“In addition to the compliance offering, Gérifonds successfully utilises the latest generation of our investment accounting solution, GP4.”
Amid increasing regulatory demands for Swiss fund managers, NeoXam Compliance will help automate Gérifonds’ regulatory oversight. This will help enhance its ability to detect and resolve compliance breaches efficiently.
Philipp Sfeir, head of the EMEA North region at NeoXam, comments: “While the solution covers regulations such as its Swiss Rule Package, customers can also set up new rules. This means that Gérifonds, along with our other customers, can extend the software to include specific investment policies, such as rules on distributions based on type of portfolio asset, percentage of holding per type of issuer, and rating portfolio assets.
“In addition to the compliance offering, Gérifonds successfully utilises the latest generation of our investment accounting solution, GP4.”
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