Portfolio & Advisory Solutions

Designed with your needs as a wealth manager in mind, our portfolio management processes, risk transparency solutions, mapping of regulatory requirements, and advisory solutions let you be in control.

Solutions for wealth management

Use our wealth management solutions for successful, long-term customer support that complies with regulations and enhances the quality of your consulting and decisions.

Our Portfolio & Advisory Solutions include the products Portfolio Manager, Business Process Outsourcing, Customer Account, Advisory Solution and MiFIID II-Services, which you can read more about below.

Portfolio Manager

The Portfolio Manager is the perfect portfolio management solution for Private Banking and Wealth Management. The system supports all process steps in portfolio management, from planning through implementation to controlling. It gives you the benefits of a standard software solution which can be scaled to your needs flexibly, economically and quickly.

Your benefits

  • No installation and maintenance costs due to cloud services
  • Daily update of course and master data
  • Numerous analysis and reporting options
  • Comprehensive portfolio-rebalancing and ordering
  • High integration capability through standardized interfaces

Business Process Outsourcing

Taking care of all back office activities on behalf of asset managers, family offices or banks – efficiently, reliably and punctually. A high-performance team deals with the complete data management, including operation of the bank data interfaces and the manual entry of transaction and data.

Your benefits

  • Efficient daily processing, checking and approval of all transactions using the “4-eyes principle” for quality
  • High-speed clarification through established processes
  • Manual checking and correction of booking errors arising in automated transaction processing
  • Handling of postings ensured even in the event of automated processing system failure
  • Reliable and rapid on-boarding of new depositaries or customers

Customer Account

Digital customer advice and support. The digital twin of classic asset management will also enable full online customer service in the future.

Your benefits

  • Dashboards for a quick overview
  • Comprehensive, interactive online portfolio access
  • Use the postbox for reports, alerts, and much more
  • Simple and understandable display of market data and news
  • Location-independent advice, e.g. via co-browsing 

Advisory Solution

Well conceived solutions for all stages of the securities advisory process. While standardised and modular, our advisory solution can be customised to your individual processes, supporting you in all areas of investment advice.

Your benefits

  • High-quality, structured applications for various users
  • Modular structure of the application components
  • High responsiveness to changing requirements
  • Legally compliant consulting documentation
  • Revision security and historicization
  • Easy handling and navigation
  • Stay competitive through better differentiation

MiFID II-Services

Future-proof with the Microservice- and Cloud(ready)-MiFID-II solution.

Our MiFID II services are based on the core elements of portfolio management, a comprehensive range of market, master and metadata and our regulatory expertise.

Your benefits

  • Regulatory compliance
  • Microservices can be booked individually
  • No installation and maintenance effort

Want to know more?

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