Knowledge & Insights

Insights on Transportation Software and Portfolio Management

We continuously develop our software solutions, with a strong focus on new features, targeted optimisations and practical enhancements.

In our Knowledge & Insights section, you’ll find insights and context around our solutions and their use in real-world operations, built on over 40 years of experience.

Knowledge & Insights

Insights on Transportation Software and Portfolio Management

Securities Accounting and Investment Reporting

Poor investment decisions involving structured products (Article in German)

Efficiency Ratio: A new Methodology for Performance Measurement

Flexible Chart of Accounts

Booking Corporate Actions

Valuation Prices (in German)

Simplified and automated closing (in German)

New version with a fresh look (in German)

Private Equity (in German)

Effective support for all tasks (in German)

Knowledge documents and onboarding (in German)

OPP2 Compliance Report (in German)

ePOCA reads all receipts (in German)

New Features in ePOCA 13 and 14 (in German)

Direct, personal, and professional support (in German)

Support with Auditing and Monitoring (in German)

Case Study ePOCA and Abacus at ECAP Neuchâtel (Article in German)

Performance Attribution (Excel report)

Importing exchange rates from the ECB (in German)

All bookings, including receipts (in German)

Private Equity in ePOCA (in German)

Prices in ePOCA - Import Options (in German)

Year-End Closing - ePOCA takes care of the tedious work (in German)

Useful reports for insurance companies, health insurance funds, and pension funds (in German)

Little things that make life easier (in German)

Efficient Investment Reporting (in German)

Importing prices electronically (in German)

ePOCA 12.00 (in German)

Excel Reporting (in German)

Performance Calculation in Practice (in German)

Reconciliation with eSCAN (in German)

Performance from forward foreign exchange contracts (in German)

User Support (in German)

Track record (in German)

Exercise of options (in German)

Modification of the investment regulations under OPP 2 (in German)

Flexible Chart of Accounts (in German)

Time vs. Money - Weighted Rate of Return (in German)

Cost Transparency According to the OPSC (in German)

Balance sheet / income statement with maximum efficiency (in German)

Currency hedging (in German)

Securities Accounting – Chart of Accounts

Booking Capital Increase

Booking Futures

Booking Options

Performance Attribution of Money-Weighted Return without Rebalancing to Strategy Allocation

ePOCA Video: Dividends on Shares in CHF (in German)

Booking structured products

ePOCA Video: Buying Stocks in CHF (video in german)

Asset allocation and performance report (article in german)

Practical Performance Calculation

Contributions of Initial Holdings and Transactions to Performance

Turnover Performance

Efficiency Loss

From Securities Accounting to Performance Measurement (Article in German)

Booking private equity

Booking MBS

Importing bank statement with eSCAN

Closing with ePOCA

Importing prices

Best practice reports with views

Time is Money (article in german)

Booking of Currency Forwards