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For over 20 years now, vwd has been a leading provider of portfolio management services. In this function, it also performs duties as a Business Process Outsourcer, 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.
Are you an asset or family office manager, for example, and want to focus fully on your core activities and no longer have to concern yourself with data administration, software and infrastructure operation? Or do you perhaps have difficulty bridging capacity bottlenecks in the back office? If so, the BPO solution from vwd is the perfect answer for you. The combination of service and hosting solution not only takes some of the burden off your shoulders, it provides you with enhanced data quality and guarantees timely management of all transactions.
To enable you to focus on your core activities, we can offer you a range of services in all aspects of professional portfolio management. As well as a comprehensive software solution that supports all stages of the portfolio management process – from planning and implementation, right through to control – we can also handle the complete back office on your behalf. All transactions, from the creation to the balancing of deposit accounts, can be handled by us efficiently, reliably and punctually.
Software for portfolio analysis and management, decision making, investment strategy, reporting, performance measurement, statistics and compliance.
Portfolio management solution for private banking and wealth management, asset management, independent
asset managers, foundations and family offices.
Our colleagues at vwd PortfolioNet Service AG will be happy to answer your questions about our BPO solutions.
Phone: +41 43 4444 999
E-mail: contact-ch(at)vwd.com
vwd Vereinigte Wirtschaftsdienste GmbH
Mainzer Landstrasse 178 – 190
60327 Frankfurt am Main
Phone: +49 69 50701-0
E-mail: dialogue(at)vwd.com
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