Patrizia SE is a leading global provider of real estate and infrastructure investments based in Germany. With more than 900 employees and real estate assets under management of over 50 billion euros, the company is one of the market leaders in its sector. Patrizia operates in over 15 countries and manages a diversified and rapidly growing investment portfolio that currently comprises around 1,400 legal entities.

As a global provider of real estate and infrastructure investments with assets under management of around EUR 50 billion and over 1,400 legal entities, Patrizia SE faced the challenge of managing a rapidly growing investment portfolio in more than 15 countries. Employees from different departments and locations needed quick and precise access to investment structures. In addition, there was a high demand for the short-term creation of customized organizational charts and evaluations for various requirements such as annual financial statements, bank inquiries and KYC checks.

Patrizia SE introduced a central master data management system that was specially tailored to its requirements. The system enables the central administration of all investment data, including history and documents. Important functions such as automated reports, organizational charts and optimized data exchange with external systems significantly increase efficiency in investment management. Historical shareholding ratios and reporting date-related evaluations can now be called up at any time, while the high data quality and future viability of the system offer additional benefits.