...to support key operations.

Pareto Bank will be implementing PORTMAN across its Treasury operations, utilizing many of PORTMAN’s capacities in an integrated Straight Through Processing model which fully supports the integration of the bank’s central applications from EDB Ergo Group.

This solution is chosen with focus on vital strategic goals for Pareto Bank:

Streamlining treasury operations to increase efficiency
Enhancing risk management and compliance reporting
Ability to expand the bank’s business timely and cost effectively

According to Erling Mork, Head of Finance and Asset Management at Pareto Bank ASA, Pareto Bank chose PORTMAN and ALOC due to its streamlined front-to-back deal registration, comprehensive reporting tools, and strengths in market valuation.
As Erling states, “As a growing business it is vital to equip ourselves with a modern Risk Management solution. PORTMAN allows Pareto Bank to develop its use of financial instruments and offer new client services without losing track of its risk and keeping our staff and operating costs in check. ALOC’s local presence and high service level was also important to us.”

Inge Grini, Business Manager Norway, refers to this as a key project for ALOC:  “With PORTMAN, we will enable Pareto Bank to better analyze its market risk, manage its liquidity portfolios, streamline its back office and perform compliance reporting in a comprehensive manner. ALOC has the technical solutions, the financial know-how and years of experience. Our ability to combine this with credibility for our customers is unique – and one of our strongest value propositions”, Inge states.

CONTACTS

Norway, ALOC AS
Inge Grini, Business Manager
ingeg@aloc.no / mail
+47 2333 5102 / mobile

Denmark, ALOC A/S
Mikkel S. Lyngbye, International Relationship Manager
mikkell@aloc.dk / mail
+45 2999 7141 / mobile

LINK TO PDF HERE

AP Pension chose to switch from an extensive portfolio management system to PORTMAN. PORTMAN is more economical, and the easy contact to ALOC was also a major factor. It soon turned out, however, that AP Pension got even more advantages - significant ones... Read more here.

SOME OF THE THINGS YOU CAN READ ABOUT IN THIS ISSUE...

CLIENT SATISFACTION SURVEY 2010. AND ABOUT COCKPIT TRADER, A GROUND BREAKING INNOVATION. OR ABOUT SUPERPORT, NOW EVEN BETTER - AND PORTMAN, RECEIVING HIGH PRAISE FROM PENSION INSTITUTIONS.

Link to pdf.

Would you like to receive a copy of ALOC OVERVIEW by post in future? Sign up here.

We have, in the last couple of years, participated in the largest, European equity summit, "TradeTech Equity", and it is therefore natural that we wished to support a Nordic seminar, when we were approached as the concept was being developed.

TradeTech Nordic will be held in Stockholm on 4 November, and ALOC will naturally be represented.

Link: http://www.wbresearch.com/tradetechnordic/home.aspx

The focus of this conference is how market participants relate to the current exchange market and how to create additional value with the options presented by new markets, new technologies and, for example, algorithmic trading.

You can access the website of the conference using this link.

Please contact Mikkel S. Lyngbye, Vice President, Sales via email, for more information.

It is this zeal and commitment that are the basis of the development of the company. Financial knowhow and technological competences are the principals of this growth. ALOC's journey has brought huge ups, but also some downs when the market has been under pressure. ALOC has always pulled through, and international expansion is one of the ways ALOC intends to ensure continued growth.

”We are here for one reason only, and that is to supply solutions to the market that create additional value for our clients”, says CEO, Jan Hjortshøj. Jan Hjortshøj is a new milestone for ALOC. He took over the helm after Karsten Bruun Andersen who was captain for the first 25 years. ”The task is a classic one: Improved client satisfaction, increased volume and cost-effectiveness. ALOC is, in 2010, positioned well in order to realize this potential. Actually, more prepared and goal oriented after a year where the financial crisis hit close to home. Our organization is more streamlined and we are likely to expand due to increased demand for our solutions.  We are looking forward to the coming years – and to the next 25 years with the same success rate."

For further information, please contact Jan Hjortshøj, janh@aloc.dk , mobil +45 2999 7118, http://dk.linkedin.com/in/janhjortshoej

FACTS:
1985: Karsten Bruun Andersen founds ALOC Data
1988: Introduction of the trading system, IDEAS
1989: Introduction of the portfolio management system, PORTMAN
1996: The Bonnier group acquires ALOC Data
1998: ALOC Bonnier acquires Datasats Informatik A/S – including the Treasury
Management system, SUPERPORT
2004: AddNote acquires ALOC Bonnier
2005: BEC acquires ALOC Bonnier. The company changes its name to ALOC A/S and is run as an independent subsidiary of BEC
2010: ALOC celebrates 25 years in the financial industry

The company is located on the island of Funen, while most of its clients are located in Copenhagen and abroad CEO: Jan Hjortshøj Number of employees: 120 Turnover, 2009: DKK 79 million Market shares: Denmark, Norway, Luxembourg, Iceland and the Faeroe Islands
Systems solutions: Portfolio & Treasury Management, Private Banking Solutions,
Advisory Solutions, Trading & Order Management

The certification is part of a strategic effort to ensure that our trading system is developed in step with market requirements. With access to Burgundy, our clients will be able to trade in Nordic shares from NASDAQ OMX, Oslo Børs, Nordic Growth Market and Swedish Aktietorget. With the same central counterpart as on NASDAQ OMX.

It is also worth noting that trading on this alternative trading facility will entail lowered costs. Therefore, the market is expecting a significant change in how liquidity is accessed as of the summer of 2010. In other words; Burgundy is expected to quickly become an important player in the Nordic market.

You access Burgundy via a new IDEAS module.

To learn more about the business opportunities brought on by Burgundy as your trading facility, please contact Mikkel S. Lyngbye, product manager. Send a mail to mikkell@aloc.dk.

We simply provide better overview. At ALOC we specialize in developing software for financial management. This is the means. The goal is to strengthen the competitive position of our clients.

Mikkel Lyngbye, product manager, is participating in the role as a member of the expert speaker panel. At the same time you will also have the opportunity to meet Vibeke Larsen, our business analyst. 

“We participate in this conference to get input from the market, which affect our product strategy and, most importantly, thereby improving business value for our clients.”

Read more about the Nordic Trading Landscape Evolution Conference.

Find the case story as PDF on this page (link).

Investment software, IT security, process optimization, user-friendliness and mobile banking. Denmark has great international potential within these areas, and the export perspectives are very promising.

The report mentions "investment software" as the first strength and ALOC is mentioned in this context.

The report is the initiative of Copenhagen Finance IT Region (CFIR), a non-profit organization with partners from organizations and institutions from the two sectors as well as several knowledge institutions. It’s goal is to further growth and innovation in the cross field of finance and IT. The Danish Bankers Organisation (Finansrådet) is lead partner behind the initiative.

At ALOC we find that the report, in many ways, confirms our own impression of Denmark being at the forefront with efficient use of IT within the area of finance.

Link to the report.

Source: http://www.cfir.dk/Forside/Dokumenter/Københavnpådetfinansielleverdenskort.aspx

Artha Kapitalforvaltning Fondsmæglerselskab A/S chooses SUPERPORT

We are pleased to welcome Artha Kapitalforvaltning Fondsmæglerselskab A/S as new SUPERPORT client. The solution will be used for administration, management and reporting of investment portfolios.

The event, “Asset Management - with overview” will be held at ’Scandic Bygholm Park’. We start at 9.00am and end at 11.00am.

In short, the morning is about: Improved overview – from business to advisory services and client reporting. You get an excellent networking opportunity – combined with professional presentations.

Download your invitation to the event (PDF)

Sign up for the event (e-mail to Vice President, Sales, Henrik Ahlm)

Asset Management with overview

Asset Management requires great overview of the business, your clients and financial positions – an overview which must be constantly up-to-date and where the details are only one “click” away. The solution is called COCKPIT.

Join us for our event and get a demonstration of COCKPIT. A web application, which shortens the road from knowledge to action.

Tuesday, 6 May at 4.30pm we invite you to an afternoon of Wealth Management” for leading decision makers in the financial industry.

The event is titled “Wealth Management with overview” and will be held in the banquet hall at the National Museum, Ny Vestergade 10, 1220 Copenhagen K.

In short, the afternoon is about: Improved overview – from business to advisory services and client reporting. You get an excellent networking opportunity – combined with professional presentations.

Sign up for the event (e-mail to Vice President, Sales, Henrik Ahlm)

WEALTH MANAGEMENT WITH OVERVIEW 

The afternoon event is for leading decision makers of the financial industry.

When and where: 6 May at 4.30pm. The banquet hall at the National Museum,
Ny Vestergade 10, 1220 Copenhagen K.

 In short, the afternoon is about: Improved overview – from business to advisory services and client reporting.

You get an excellent networking opportunity – combined with professional presentations. Presentations centred around “overview”. One of our guest speakers is Ramiro Penaherrera who has been part of the development of Merrill Lynch in Europe over the last 38 years. Ramiro, a highly competent professional, will provide us with an insight into the development of the financial markets in Europe over a lifetime.

We will also be demonstrating out web application, COCKPIT. Wealth Management requires great overview of the business, your clients and financial positions – an overview which must be constantly up-to-date and where the details are only a “click” away. The solution is called COCKPIT.

We are thrilled to add BlackRock to our program, and therefore an addition to the program. From 7.10pm to 7.40pm, BlackRock Investment Management will make a resentation titled: How can private equity be part of private wealth portfolio strategy?. The presentation will be made by Roger Pett, Head of investor relations for BlackRock's Private Equity Partners and Peter Beske Nielsen.
For more information, about BlackRock, please see their website, www.blackrock.com.


We are pleased to offer you refreshments; when you register and in connection with the networking break.

Registration is from 4.30pm to 5pm. The event ends at 7.40pm.

Sign up for the event (e-mail to Vice President, Sales, Henrik Ahlm)

Wednesday, 7 May at 8.15am we invite you to "a morning of Wealth Management” for leading decision makers in the financial industry.

The event is titled “Wealth Management with overview” and will be held at Hotel Continental, Stortingsgaten 24/26, Oslo.

In short, the subject is: Improved overview – from business to advisory services and client reporting. You get an excellent networking opportunity – combined with professional presentations.

Download invitation as PDF

Sign up for the event (e-mail to Key Account Manager, Terje Fladebye)


Presentations centred around “overview”. Our guest speakers are
BlackRock Investment Management.


BlackRock Investment Management will make a resentation titled: How can private equity be part of private wealth portfolio strategy?. The presentation will be made by Roger Pett, Head of investor relations for BlackRock's Private Equity Partners and Peter Beske Nielsen. For more information, about BlackRock, please see their website, www.blackrock.com.


We will also be demonstrating out web application, COCKPIT. Wealth Management requires great overview of the business, your clients and financial positions – an overview which must be constantly up-to-date and where the details are only a “click” away. The solution is called COCKPIT.

Once again, ALOC is represented at Denmark’s largest Private Banking and Wealth Management conference to be held 26 and 27 February 2008 at the Radisson SAS Scandinavia hotel in Copenhagen.

The main subject of the conference is the development and new trends within the areas of Private Banking and Wealth Management.

Presentations will include the following subjects:
The advisor’s work
Investment psychology
Asset Allocation
Product trends

This year, ALOC plays a significant role at the conference as sponsor, contributor and host of the official dinner.

We hope to see you at the conference.

For further information, please contact Senior Vice President, Thomas Hald. E-mail: thomash@aloc.dk, tel.: +45 6313 6163.

References

We are proud that IBC Euroforum has chosen to also invite three guest speakers from our reference list.

Roskilde Bank
Director, Private Banking, Kaare Breinholt of Roskilde Bank A/S opens the conference with his presentation, “The development in the Danish Private Banking market”.

• Definition of Private Banking
• What development has taken place in the Danish Private Banking market? Where are we in the market cycle?
• Who are the new players on the Private Banking market? Are we seeing niche players? Have foreign players entered the Danish market? What are the tendencies in the breakdown of the players on the market?
• What is the development in the client mass /number of affluent clients?
• What is the development in the fortunes of the wealthy clients?
• How have the segmentation limits moved? What do we expect of this area in the future?
• What are the tendencies and what can we expect of the market in the future?
• Future challenges and opportunities in the Private Banking market in Denmark.

Nordea
Director, Private Banking, Hans Henrik Klestrup, Nordea Bank Danmark A/S contributes with the presentation, “Investment psychology and segmentation of clients”.

• What types/profiles can private investors be classified as, psychologically and financially?
• What characterizes the various types with regards to willingness to take risks, information level, need for advisory services etc.?
• What investment strategies, product palette and advice match each type?
• Where is the most added value for the various client types? How much does the cultural legacy influence the client’s risk profile, investment behaviour and expectations to the advisor in general?
• How do financial crises influence client behaviour and demand for investment products?
• How to tackle financial crises in the client relationship. What does a good advisor vs. a bad advisor do in a financial crisis with regards to risk management and asset classes? 

Danske Bank
Departmental director, Anne Buchard, Group Wealth Management, Danske Bank A/S contributes with a presentation on:

• How to handle giving advice on all the following subjects; investment, real-estate, move to and from Denmark, pension, taxation, generational succession, securing one’s family etc.
• How to combine the best advisory team.
• Practical experience with implementation and handling the MiFID directive.

Peter has previously been part of ALOC’s management for a period of 6 years and will now be joining us as Senior VP of sales. Peter will be responsible for the sales department with a view to strengthening ALOC’s client and market relations.

Peter holds a masters degree in finance and accounting plus a diploma in strategy and management. Peter has for a number of years worked in the financial sector (SparNord, Jyske Bank and Grundfos Finance) where he has worked with risk management, portfolio management and financial instruments.