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  • Your Platform
  • Products
    • Advisory
    • Portfolio
    • Analyse & Reporting
    • Mobile & UX
    • Risk & RegTech
    • Processes
    • InSight
  • Company
  • Contacts
  • The art and science of making decisions
    Portfolio Management Module
    The creation of the Investment Proposal, Benchmarking and Rebalancing are
    based on a standardized process that enables the advisor to immediately
    create high-quality investment proposals that are client specific and adjusted
    to the particular market situation. In combination with the investment guidelines
    for virtual portfolios and existing portfolio-/ composite structures, individual advisory
    services can be extended through the Portfolio Builder.
    The resulting package can be accompanied by appropriate product and bank-related
    information. Furthermore, the investment proposal, benchmarking and rebalancing
    can be authorized by an adaptable digital approval process.


    Designed for digital support to maximize return at a given appetite for risk.

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