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Portfolio Manager

Flexible portfolio management for private banking and wealth management.
At a glance

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.

Your benefits
  • No installation and maintenance costs due to cloud services
  • Daily update of price and static data
  • Numerous analysis and reporting options
  • Comprehensive portfolio-rebalancing and ordering
  • High integration capability through standardized interfaces

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.


more advisory solutions


  • Profiling service
  • Target market service
  • Cost service
  • Loss threshold reporting


Customer Account

  • Dashboard
  • Portfolio
  • Postbox


vwd advisory solution

The structured and legally compliant solution for all phases of securities advisory and customer service.



Any questions?

Burhan Sancar will be happy to answer your questions about the vwd sales process solution.

Phone: +49 69 50701-294
E-mail: bsancar(at)

Give us a call (+49 69 260 95 760) and start Teamviewer after the prompt.





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