Case study

Ensuring Regulatory Adherence

Gérifonds logo - Swiss fund management company

Gérifonds Compliance Transformation with NeoXam

Gérifonds has been a long-time user of NeoXam’s back-office investment accounting solution, GP, for over 20 years. To further strengthen its risk management and meet growing regulatory demands, the firm implemented NeoXam Compliance, fully integrated with its existing GP4 platform. The goal was to ensure full compliance with Swiss regulations such as CISA, CISO, and CISO-FINMA, while streamlining oversight processes and automating audit trails.

This move led to:

  • Improved regulatory adherence and operational efficiency.
  • NeoXam Compliance automated rule enforcement, delivered a complete audit trail, and enabled custom policy setup, while GP4 ensured accuracy and seamless compliance checks.

Downlaod the Full Story

Quick facts
office

Headquarters

Lausanne, CH

multiple 11

Employees

37

Website

www.gerifonds.ch

loan 1

Total Assets

CHF 21.6 Bn

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