Use our application for successful long-term, regulation-compliant customer support and improve the quality of your advisory services and decisions.
vwd portfolio manager is fully integrated into your operating environment and supports you in all portfolio management process steps. Consolidated account and securities account overviews as well as customer profiles, including the respective investment goals and restrictions, are available in audit-proof (certified) form with daily updates (portfolio planning).
A range of evaluations to support your analysis of the current asset status, including tax position, of your clients along with cash flow and maturity forecasts reduce your workload in portfolio construction, monitoring and disposition (portfolio liquidation).
Monitor client portfolios or entire client groups at any time, based on aggregated key performance indicators. This will help you optimise the supervision of your asset management operations and meet all compliance and audit requirements. Individually configurable alerts will notify you automatically of any deviations or discrepancies, so that you can react quickly and provide an excellent customer service (portfolio controlling).
The majority of independent German asset managers and many banks already use vwd portfolio manager today – for good reason. You, too, can enjoy the benefits in your daily work and reduce manual operations to a minimum.