We provide decision-makers with a new perspective on their investments ANTICIPATE, PLAN, MODEL AND CONTROL: THE KEY WORDS TO OUR APPROACH. Investors’ decision-making logic is based on a comprehensive knowledge of both underlying assets and the fiscal and financial engineering of investment vehicles. Our mission is therefore to provide clients with complete solutions that enable them to maximise value creation. These solutions are born from a subtle alliance between our software expertise, our clients’ best practice and tailor-made support. Interoperability and information exchange lie at the heart of this approach, as we know that our clients live in an ever changing environment, where effective communication with all players is a critical and decisive factor. Data quality, process optimisation and software performance allow us to combine the finesse of property information with a more overarching financial vision, in order to facilitate analysis and decision making. Taliance will enable you to rediscover the meaning of confidence. Guillaume FIASTRE Président | CEO 3
Installing a new information system is a major project defined by corporate strategy. Every organisation is unique, in terms of its business processes and its technical infrastructure, and it is this uniqueness that makes each of our clients stand apart. In response to this fact, Taliance has developed customised support and integration methods to align your information system with your strategic objectives and to update the system as your company changes
rt for your global solution
The key points of this support are based on best project management practice : • Developing the teams and supporting them through the change, to ensure their personal involvement in the project’s success
• Organising project governance and creating the controls necessary for efficient and effective distribution of information, to facilitate decision-making
• Capitalising on infrastructures and processes by integrating our software into existing environments
• Satisfaction guaranteed: We will work with you to institute a quality assurance plan built on personalised indicators and processes.
Partnerships Property Management
Taliance offers software and solutions adapted to the specific contexts of each country.
Property management is a profession of service specialists who: • Closely monitor client assets
• Produce relevant analysis and reports • Actively pursue possibilities for increasing the value of the managed assets
Consequently, information systems play a key role in the quality of services furnished to clients, as does knowledge of the current regulations and customs in each country. Because of these national differences, British property managers do not work in the same way as German or French property managers, etc.
In response to this reality, Taliance offers software and solutions adapted to the specific contexts of each country:
• In France: Prémiance is the industry reference for investment property solutions
• In other European countries:
partnerships have been developed with the most dynamic property management software companies.
• Operating efficiency • Quality data • Open, flexible information systems.
FinAsset Asset Management
FinAsset is a real estate decisionmaking aid and simulation tool This asset management software is used on a daily basis by hundreds of asset managers accross Europe to make strategic and tactical choices.
FinAsset can help to optimise portfolio and asset value, from acquisition to sale, encompassing all aspects of the asset management life cycle: • Centralisation and consolidation of information from various sources
• Development of business plans by asset, region, department and portfolio
• Creation of alternative scenarios and gap measurement • Real-time portfolio simulations
• Consolidation of indicators and key results (NAV, IRR, etc.) along all lines of analysis • Review of plan execution
FinAsset is an international product: it provides a continuously updated vision of all real estate, financial and accounting information, regardless of the physical location of the investments. This asset management software takes full advantage of information supplied by Prémiance for assets managed in France and/ or by the other tools of our European partners such as Trace in the UK. FinExpert, a complimentary module to FinAsset, is used for real estate valuations. FinExpert enables our clients to undertake internal comparisons and check valuations.
Global Fund Fund Management
Global Fund is the first global investment fund modelling solution. This real estate performance management tool can be used to analyse, simulate and anticipate the revenue from each of your investment vehicles, and also provides for management of your entire holding structure.
Global Fund combines the flexibility of spreadsheets with the power and ergonomics of a business software package. It provides features such as: • Holding structure models, even for the most complex fund • Monitoring and forecast of the operating performance of each vehicle
• Direct analysis of the contribution of these vehicles to your funds’ performance • Real-time information consolidation
• Strategic simulation at all levels (vehicle, fund, holding company, etc.), incorporating all fiscal and legal constraints • Standardised report generation
Global Fund ensures that you will be able to capitalise on the know-how present in your organisation, with financial models that are easy to share, transparent and scalable. Throughout the life cycle of your investments, the calculations are easy to analyse, audit and update. Global Fund was designed for complete adaptability to your business processes and your organisation. Use it to get the most from your existing working methods, but also from your technical infrastructure. All financial and real estate information from various sources (accounts, asset and property management, financing, market assumptions, etc.) is centralised in Global Fund, there by ensuring optimal data quality.
Who are we?
Our business Taliance is an IT system editor and vendor, who designs, develops and deploys open solutions for European professionals in real estate and finance. We provide a range of real estate software and services that allows our clients to plan new developments, forecast the future and make informed decisions. Our teams skilfully combine the best industry practices with the use of high quality out of the box software and implementation techniques to ensure efficient integrated solutions producing value-creating information systems for our clients. Our flexible, enhanceable solutions allow clients to get the most from their existing investments, in terms of human resources, software and infrastructure. They are based on our in-depth knowledge of the diversity of our clientsâ€™ needs across Europe.
Taliance provides decision-makers with a new perspective on their investments. 12
casti n g , P lan n i n g an d simulations
Our strengths • Innovative real estate software solutions
which anticipate market changes
• A wide array of solutions to provide a global response • Open products adaptable to our clients’ environments
• Support services with strong value added, available throughout Europe
clients in Europe
Our values • Boldness, which encourages us to maintain
a vision that anticipates real estate market developments, and to offer innovative solutions to our clients
• Confidence, on which we have built a team of motivated staff, and which has allowed us to continually grow our community of loyal clients over the years
• Excellence, driving us to obtain recognition as the most successful in our markets, and thanks to which we can attract new talent.
worth of assets managed by our tools
Our clients AEW EUROPE • ALLIANZ • ALTAREA • AMUNDI • AVIVA • AWON ASSET MANAGEMENT • AXA REIM • AXIO GESTION • BANIMMO • BLEECKER GROUP • BNP PARIBAS REIM • CBRE • CHELLAH • CILOGER • CIO • CONSTRUCTA ASSET MANAGEMENT • CÓRIO • CORUM ASSET MANAGEMENT • CREDIT AGRICOLE IMMOBILIER • CUSHMAN & WAKEFIELD • DTZ ASSET MANAGEMENT • ELIENCE ASSET MANAGEMENT • EUROSIC • FONCIA • FONCIER EXPERTISE • FONCIERE DES REGIONS (FDR) • GENERALI • GESTIPAR • GPIM (MACIF GROUP) • GROS COLAS HOLDING • GROUPAMA • HAMMERSON • HSBC • ICADE • INEA • INTERNOS REAL INVESTORS • IRISH LIFE • JONES LANG LASALLE • LA MONDIALE • MACIFIMO • MACSF • MALAKOFF MEDERIC • NATEXIS ASSET MANAGEMENT IMMOBILIER • NATEXIS IMMO EXPLOITATION • NATIXIS CAPITAL PARTNERS (NCP) • NEXITY • OMNIUM • PARCOMIE SAS • PEGASE PARTNERS GROUP • PÉRIAL • POSTE IMMO • PRIMONIAL • PROUDREED • PSI CORPORATE • REALTIS • SAGI IE • SAVILLS • SHAFTESBURY ASSET MANAGEMENT • SIIC DE PARIS • SIMON IVANHOÉ • SOCIETE FONCIERE LYONNAISE (SFL) • SOCIETE GENERALE SECURITIES SERVICES (SGSS) • SODES • SOFIDY • SOGARIS • SWISSLIFE • TAGERIM • UBS • UFFI REAM • UFG (CREDIT MUTUEL GROUP) • UNOFI / SECURINOT • VENDÔME CAPITAL PARTNERS • WILHELM • YXIME...
Contact us +44 (0) 208 240 4499 Bob Marsh
Managing Director Bob.Marsh@taliance.com
Taliance Ltd Southbridge House | Southbridge Place Croydon Surrey CR0 4HA United Kingdom Phone : +44 (0) 208 240 4499