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