PROfitability Management Information System

PROMIS

Analyze and manage profitability

  • The PROMIS (Profitability Management Information System) is a comprehensive software system designed to analyze and manage profitability within an organization.
  • It collects, organizes, and processes financial data from various sources, such as sales, costs, and expenses, to generate meaningful insights and reports on profitability.
  • The PROMIS enables businesses to track and evaluate the profitability of products, services, customers, and business units. It provides detailed analysis and performance metrics to support decision-making, optimize resource allocation, and identify areas for cost reduction and revenue enhancement.
  • By leveraging the PROMIS, organizations can gain a deeper understanding of their profitability drivers, make informed strategic decisions, and improve overall financial performance.​

Functionalities:

  • Customer Master Data (Relations, Wealth Advisors, External Managers, Funds)
  • Analysis (Profitability, Products, Assets, Customer Costs, Retrocession)
  • Objectives (Target, Cumulative, Analysis)
  • Funds (Own or of Third Parties, Management Fees)
  • Rules (Cash contribution, Securities contribution)
  • Reporting
PROMIS2

                                                                 Developed in collaboration with Quatrx Consulting Sagl