The primary focus was the implementation of a powerful, cloud-based Nextcloud platform as a central collaboration system. This enables PS Finanz and its partner companies Rottmann Finanz and Stamm Finanz to securely access shared data, calendars, and documents — flexibly, location-independently, and in real time.
The migration of all mailboxes to Microsoft 365 laid the foundation for a modern, unified communication environment. In addition, the STARFACE telephone system was introduced and configured for maximum flexibility — whether in the office, working from home, or on the move.
Another key focus was the expansion of IT security. By implementing a multi-layer firewall, intelligent network protection mechanisms, and a GDPR-compliant backup strategy, a highly available and resilient IT infrastructure was established. Supported by MailStore for legally compliant email archiving and the setup of modern workstations, PS Finanz is now ideally positioned to operate independently, securely, and future-proof.
The objective of the project was to establish a modern, secure, and scalable IT infrastructure that meets the specific requirements of a growing financial services provider. The following key priorities were at the core of the project:
Ensuring IT security and future readiness
Design and implementation of a high-performance, GDPR-compliant IT environment with multi-layered security mechanisms. This includes a next-generation firewall, intrusion detection and prevention systems (IDS/IPS), encrypted connections (SSL/VPN), and segmented networks to optimally protect sensitive data and ensure maximum system availability.
Enabling efficient collaboration
Introduction of a centralized, cloud-based Nextcloud platform to promote cross-team collaboration — both internally and with partner companies Rottmann Finanz and Stamm Finanz — while maintaining the highest standards of data security.
Implementing location-independent communication
Deployment of a flexible, cloud-based STARFACE telephone system that fully supports mobile working and home office environments. The system was configured to ensure secure access to all functions regardless of location.
Creating centralized control of customer processes
Development of a custom-built CRM system designed to manage multiple custodian platforms and enable transparent, centralized administration of all customer-related processes.
Ensuring professional communication and compliant archiving
Migration of all mailboxes to Microsoft 365 and integration of a legally compliant email archiving solution using MailStore, meeting GDPR requirements while ensuring the long-term retention of business-critical information.
Actively preventing data loss
Implementation of a multi-layered backup and recovery strategy with redundant storage on geo-redundant ASM backup servers. Additional measures include automated encryption, regular integrity checks, and monitoring solutions to reliably prevent data loss and system failures.
Establishing a sustainable foundation for growth
Design of a scalable IT environment that supports future expansion, new business areas, and growing teams — without complex system migrations or operational downtime.
Infrastruktur-Design
Hardware-Sizing, Netzwerktopologie, Backup-Policy und Security-Framework.
Implementation & Migration
Parallel setup, data migration outside business hours, pilot testing.
Review & Managed Support
Acceptance, training, 24/7 monitoring, and continuous optimization.
When we decided to modernize our existing IT infrastructure in 2021 and prepare it for the future, ASM-IT presented a well-thought-out and comprehensive concept within a very short time. This included securing our networks, setting up a centralized, cloud-based Nextcloud platform for collaboration with our partner companies Rottmann Finanz and Stamm Finanz, migrating our mailboxes to Microsoft 365, and implementing the STARFACE telephone system. Thanks to multi-level backups, professional email archiving, and proactive monitoring, we were able to continue our day-to-day operations without any significant downtime.
Further optimizations followed in 2024: automated processes, enhanced security mechanisms, and a flexible working environment now enable us to work even more efficiently and independently of location. At the same time, ASM-IT worked closely with our designer to relaunch our website—technically modern, GDPR-compliant, and optimally tailored to our customers’ needs. Thanks to continuous monitoring and extremely fast response times, ASM-IT often resolves potential issues before they affect our daily operations. We greatly value this proactive and partnership-based support and look forward to the next steps in the ongoing development of our IT and digital environment.
The project included the implementation of a hardware-based on-premises telephone system, which can also be used independently of location thanks to a dedicated VPN server and an integrated Firewall-as-a-Service solution. In addition, antivirus software was deployed to secure all end devices.
Internet connectivity is provided via a high-performance DSL connection through STARFACE, ensuring stable voice and data communication. Furthermore, we completely redesigned and implemented the new PS-Finanz website — modern, responsive, and user-friendly.
The result: a future-proof IT foundation that enables professional communication and a strong, compelling online presence.
At the core of the project was the implementation of a dedicated server system with an integrated Nextcloud platform for secure file storage and cross-team collaboration. Communication was optimized through the integration of a cloud-based STARFACE telephone system, enabling efficient and location-independent communication.
Network security was a key focus: the use of a high-performance firewall combined with additional security solutions ensured a stable and protected infrastructure. As a highlight, a custom CRM system was developed to manage multiple depot pools and centralize customer processes.
The productive working environment is further enhanced by Microsoft 365 as well as legally compliant email archiving via MailStore — ensuring long-term data security and audit-proof communication.
The result: an IT infrastructure that optimally supports efficiency, security, and growth for REMI5.
Our services began with the procurement and setup of the complete IT hardware, including workstations, peripherals, and network technology. Since then, ongoing system maintenance and the assurance of network security have been provided as part of a customized IT support concept.
To enable effective collaboration, a hybrid storage solution was implemented, combining a local NAS system with a cloud-based component — ideal for flexible work in the office or on the go.
Special emphasis was placed on professional data protection: regular backups are automated and transferred to our own company-operated backup servers, where they are stored redundantly to ensure maximum reliability and business continuity.
The result: a stable, secure, and scalable IT infrastructure — precisely tailored to the needs of a modern brokerage company.
