Selected Success Stories

PFS solutions have helped customers around the world to optimize investment management processes and acquire competitive advantage.

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Investment Accounting with PAM®

Illinois State Board of Investment
OneWest Bank, FSB
ORIX USA Corporation
Large North American Asset Manager
Large Quebec-based Insurance and Financial Services Company

Investment Compliance with MIG21®

Allianz Global Investors (France) SA (formerly AGF Asset Management)
Atlantic Fund Administration
Bank Julius Bär
BNP Paribas Investment Partners
CACEIS Investment Services
CREDIT SUISSE Asset Management
Dresdner Bank Luxembourg
FinOps AG
HAUCK & AUFHÄUSER Investment Gesellschaft S.A.
Neue Bank AG
PCE Investors Limited
Quoniam Asset Management GmbH (formerly Union PanAgora)
RBS (Luxembourg) S.A.
Raiffeisen Daten Service Center GmbH
SEB AG
SGK Schweizerische Gesellschaft für Kapitalanlagen
One of the biggest banks in Switzerland

Data Mgmt. & Reporting with DVS Fund Warehouse and DVS Publisher Suite

FinOps AG
Hauck & Aufhäuser Investment Gesellschaft
Maintrust Kapitalanlagegesellschaft mbH
SGK Schweizerische Gesellschaft für Kapitalanlagen
Swisscanto
Swiss Life Funds AG

Order Management with ORS

FinOps AG
HAUCK & AUFHÄUSER Investment Gesellschaft S.A.

Annual Reports with RBK

LLB Fondsleitung AG Liechtenstein
LRI FUND MANAGEMENT Company S.A.
SGK Schweizerische Gesellschaft für Kapitalanlagen

NAV Reconciliation with DEBAS

Dresdner Bank Luxembourg
SEB AG

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Corporate Brochure

Download our brand new corporate brochure for more detailed information on Princeton Financial® and our solutions:
Corporate Brochure

SEB AG

DEBAS gives us a more independent and atomized NAV control. Thanks to MIG21® we are not only able to extend our services but also to better and faster meet more complex regulatory requirements.

Swiss Life Funds AG

The enhanced reporting functionality of the DVS platform greatly increases the efficiency of report production in our multilingual environment. We pride ourselves on our ability to perform for our clients, and PFS' DVS platform puts us in a position where we can continue to deliver first class service and results.
Swiss Life Press Release

Allianz Global Investors (France) SA

MIG21® gives our customers the certainty that we are able to meet and fully comply with all regulatory and business requirements regardless of their complexity. For our institutional customers, this is an important decision criterion for co-operation with Allianz Global Investors.