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Customer Account

Digital customer advice and support.

At a glance

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 

The Customer Account is the first part of a comprehensive solution to offer your classic asset management online in the future and to expand your range of services digitally. Your client has online access to his asset management and enjoys prompt online support.





  • Alerts (MiFID II-requirements)
  • Portfolio information
  • Market data


  • Wealth
  • Return and risk
  • Transactions
  • Forecast


  • MiFID II-requirements
  • Reports
  • News
  • General information



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