Renowned asset manager CSR chooses software solution from PATRONAS
Freiburg, July 21, 2023 - With CSR Beratungsgesellschaft mbH from Hofheim am Taunus, PATRONAS Financial Systems GmbH gains another german asset manager as a new customer with its platform solution QuickStart.
CSR Beratungsgesellschaft is an independent and owner-managed wealth management firm, currently overseeing assets totaling around 1.7 billion euros for its clients. Since its establishment in 2008, CSR Beratungsgesellschaft has pursued a value-oriented investment strategy for its mandates and CSR mutual funds, incorporating ethical, social, and environmental criteria from the outset.
PATRONAS QuickStart is a process-optimized solution for daily portfolio and order management, featuring integrated investment compliance. With this choice, CSR replaces the previously used software from a competitor of PATRONAS.
Dr. Thorsten Rühl, Partner and Head of Investment Strategy & Research at CSR Beratungsgesellschaft, comments: "The KVG-wide access to all mutual and special funds with automated Front2back portfolio management solution is an excellent support in our daily business. All our investment limits can be checked in advance for each order within seconds and taken into account accordingly."
The project to implement QuickStart is thoroughly planned and is already in progress. Starting from October 1st, 2023, the CSR team will be working with the new solution. "We look forward to experiencing significant relief in our daily operations and continuing our successful growth with PATRONAS QuickStart in the future," added Rühl.
About PATRONAS Financial Systems GmbH
PATRONAS Financial Systems GmbH, a company of the niiio finance group AG, is a leading software provider for the international investment industry. PATRONAS offers integrated portfolio, risk, compliance and order management solutions for investment managers, advisors, administrators and trading desks.
The company was founded in 2003 by Carsten Osswald and Heribert Steuer.
About CSR Beratungsgesellschaft:
CSR Beratungsgesellschaft is an independent and owner-managed asset management company headquartered in Hofheim am Taunus. Since its inception in early 2008, CSR Beratungsgesellschaft has been following a value-oriented investment strategy for its mandates and CSR mutual funds, which considers the key ESG criteria. The company currently manages assets totaling approximately 1.7 billion euros on behalf of its clients.
PATRONAS Financial Systems GmbH
c/o Victoria Osswald-Vialar
Phone: +49 761 400 688 82
CSR CHOOSES SOFTWARE SOLUTION FROM PATRONAS