First becomes First Cloud

We are constantly optimizing and developing our products for you! That's why First is becoming First Cloud – the pioneering solution for managing your investments.

Find out all about the advantages of First Cloud and how to make the switch from First or another asset management system.

To First Cloud
first Logo

First is the comprehensive overall solution for the digital management of investments – completely modular and customisable

Aleksandar Ivezić

Your contact for First Cloud, Fin XN and First

+49 2131 777 238

First is just right for...

institutional investors

who want to handle portfolio management, accounting, reporting, controlling, planning and Solvency II centrally with one software solution.

who want massive simplification of their processes instead of burgeoning risk controlling.

who only want to use and pay for the functions they really need.

who are looking not only for investment software, but a team also offers tailored implementation and personal support and advice to the users in the long term.

The most important functions of First

Layout Icon

Three-tier system architecture consisting of an easy-to-use user interface, application server and a relational database.

Layout Icon

Asset management and accounting, reporting to the supervisory authorities BaFin/EIOPA and Bundesbank/ECB.

Layout Icon

Mathematical calculation methods for almost all assets. Depiction of key data on the basis of companies, sub-companies, portfolios, securities accounts and individual securities.

Manage – Report – Analyse: First’s modular system.

Together we assemble the perfect solution for you from the First modules.


First Back Office:

offers flexible and uncomplicated investment management, valuation and accounting.

First Front Office:

supports you in the portfolio management of your investments: clear order and master data management with limit checking – faster than ever before.

First unit-linked life insurance:

enables you to sustainably optimize and automate investment management of unit-linked products – with maximum process reliability.


First Solvency II:

Automatically calculate market and default risks for your investments, generate Pillar 1 and Pillar 3 reports, or perform necessary stress tests – without any stress of your own.

First Statutory Reporting:

Handle all of your reporting needs as an insurance company or a pension fund – simply at the push of a button.


First Controlling:

Keep an eye and a handle on your planning and your scenarios (incl. Solvency II scenarios) – clearly and transparently visualised.

First Performance Analyzer:

Perform detailed contribution and attribution analyses, identify performance drivers and analyse assessments of investment decisions – in a time-saving and clear manner.

First Risk & Compliance:

Create stochastic risk and freely configurable limit utilisation levels and analyse them with corresponding limit reports – for a sustainable future.

"First users are on the safe side."

first-cloud Logo

First Cloud – the pioneering solution for anyone wanting to manage their investments in the cloud with no barriers to entry.

The logical evolution of First for the demands of the modern cloud age. All relevant functions for managing, reporting and analysing investments – directly in the cloud. Without major investments in servers, sites or IT staff, but end-device independent, usable anywhere and with an intuitive web user interface.

Would you like to find out more about First Cloud?
Contact Aleksandar Ivezić: +49 2131 777-238 |

xfil Logo

Xfil: We are fluent in the language of money.

The eXtended Financial Interface Language (Xfil) interface we developed enables investment information to flow between different sender and receiver systems and be read, interpreted and further processed by both sides.

tableau Logo

Connector to Tableau: Your data in a new clarity.

Transferring your data via the .hyper format to the data visualisation software Tableau© provides you a user-friendly, interactive and clear view of the essentials. Fact handles the implementation of Tableau© at your company with the First Connector.

Would you like to know more about Xfil or the possible uses of Tableau?
Contact Aleksandar Ivezić: +49 2131 777-238 |

bpo Logo

Business Process Outsourcing: We’ll do that for you.

Instead of installing and customising First on your own hardware, you can simply leave the work to us. By outsourcing First processes and modules to our BPO team, you benefit from all the desired functions without having to provide or tie up your own resources. For runoff insurers as well as asset managers and custodians.

Would you like to find out more about BPO?
Contact Alexander Zechannig: +49 2131 777-217 |

Comprehensive advice and long-term support

We combine IT solutions with comprehensive financial know-how. This means that we not only deliver and implement software for you, but also provide you with long-term, comprehensive advice on equal terms about how to use it profitably. Digital uncomplicators know their stuff.

Arrange an expert callback now

* Mandatory fields

How our customers work with First

Layout Icon

Juliane Feißt

Head of Asset Management, Risk Control, Planning, Controlling – Signal Iduna

"We have been using First with several modules since 1998. The Xfil interface provides for perfect data exchange with SAP. First is truly an all-purpose solution for capital investors."

Layout Icon

Dr Stefan Zerres

Managing Director of Apothekerversorgung Schleswig-Holstein

"We only recently began using First to manage our investments: The application competently supports our reporting to the Bundesbank as a professional pension scheme and will lead to a simplification of the reporting process in the future."

Other Fact solutions

flextax Logo

Flextax – the solution for anyone wanting to automatically manage the taxes on their investment funds.

One system for all tax requirements: Automatic determination of key figures, data import and reporting. Always correct, on time and audit proof.

Would you like to find out more about Flextax?
Contact Heiner Brauers: +49 2131 777-231 |

fin-xn Logo

Fin XN – the solution for anyone who wants to stay perfectly on top of their fund data reporting obligations.

Complete your Solvency II data as an insurance company, IORP or investment management company with just one click. Download the required data, generate your reports and use the automated fund look-through. Used by over 200 clients.

Would you like to find out more about Fin XN?
Contact Aleksandar Ivezić: +49 2131 777-238 |

bpo Logo

BPO – the solution for anyone with limited resources and high demands.

Outsource business processes in whole or in part: Portfolio management, accounting, reporting and much more. We take care of everything. You focus on your strengths.

Would you like to find out more about BPO?
Contact Alexander Zechannig: +49 2131 777-217 |

fin-rp Logo

Fin RP – the solution for anyone wanting to make their disclosure management easier and faster than ever before.

Automatic import, audit-proof data refinement including checks as well as fully automatic creation of reports in the desired corporate layout. A perfect fit for investors, competent national authorities, e.g. BaFin and Bundesanzeiger in Germany, etc. Simple, fast and independent – saving you both time and money.

Would you like to find out more about Fin RP?
Contact Heiner Brauers: +49 2131 777-231 |