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The Portfolio Manager is the perfect portfolio management solution for Private Banking and Wealth Management. The system supports all process steps in portfolio management, from planning through implementation to controlling. It gives you the benefits of a standard software solution which can be scaled to your needs as required very flexibly, economically and quickly.
The Portfolio Manager is the perfect portfolio management solution for Private Banking and Wealth Management. The system enables the support of all process stages in portfolio management, wide-ranging chart and security analyses, and flexible customer reporting. You stand to win due to experienced project management, short throughput times and pre-defined interfaces without having to pass up individual adjustments.
With the current version we support you comprehensively in fulfilling the new minimum compliance requirements prescribed by the Federal Financial Supervisory Authority according to §§ 31 ff. WpHG for investment service companies and enable you with the certification according to IDW PS 880 audit-proof portfolio management.
Our new modular service platform also gives you access to numerous other microservices that make it easier for you to interact with your customers in compliance with regulatory requirements.
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