Case Study – Lampe Asset Management

Logo Lampe Asset Management

Fund Dashboard
for Asset Managers –
the digital bridge between sales, customers, and funds

Lampe Dynamic Return - Investments

About Lampe Asset
Management

Lampe Asset Management GmbH was founded in 2001 as a 100% independent subsidiary of Bankhaus Lampe KG. As an independent asset manager, the company focuses on tailor-made investment solutions for its customers. Customers include insurance companies, pension funds, professional pension funds, foundations, businesses, churches, associations, and credit institutions.

Lampe Dashboard - Risiko Drawdowns

Interactive Sales Tool – The Lampe Fund Dashboard

The aim of Lampe Asset Management is to offer a first-class customer experience. With interactive reporting, institutional and semi-institutional investors should be able to explore and analyze the investment products easily. This makes it easy for investors to evaluate the performance, positions and risks in the funds in detail, and to track daily changes that have been made by the fund managers. Improved customer experience and deeper insights increase sales success and improve customer loyalty.

Advantages of the Lampe Fund Dashboard

  • Increase transparency and show your customers information related to risks, regions, industries and currencies
  • Digitize your sales process and increase customer interaction
  • Demonstrate the investment know-how of your portfolio managers
Lampe Dashboard -
Lampe Dashboard - Results
Lampe Dashboard - allocation of shares

Facts & Figures
of our collaboration

Clients Icon

Target Group:

Fondsmanager,
Institutionelle Kunden

Sprints

Frontend:

Individual Development

Calculation

Implementation:

4 Months

Finance Report

Topic Focus:

Funds

Applied Modules:

CIOS.Analyze
CIOS.Connect

Fincite Partner

“Together with Fincite we have developed the latest generation of financial analysis tool. The Fincite team convinced us with their innovative ideas and strong focus on financial mathematics! The result is an impressive reporting tool for our total return customers.”

Sebastian Napiralla, Director Lampe Asset Management