vwd Portfolio Services provides secure, web-based access to portfolios managed as part of portfolio data management. The current version of the web-based client tool is made available to the customer for the duration of the contractual relationship.
The ongoing booking within Portfolio Data Management and the daily updated valuation give the customer access to current assets at any time. He can independently create any evaluations.
The entire service is based on vwd PortfolioNet© software developed in-house. This includes extensive functionalities in the areas of portfolio analysis and management, decision support, investment strategy, reporting, performance measurement, statistics and compliance.