While standardised and modular, vwdadvisory solution can be customised to your individual processes, supporting you in all areas of investment advice.
As market leader for portfolio management solutions, we are expanding our existing offering with vwd advisory solution, an interface that is specially tailored to the target group of relationship managers and advisors. All processes are thus based on one platform: Identical data and order interfaces as well as (individualized) evaluations and reports are made available uniformly to different user groups.
Access the online application‘s functions and data in accordance with your company policy and quickly find the information you need in the intuitive user interface.
You have access to the entire information on all clients and portfolios. Open individual reports and analyses to prepare for meetings with clients.
Specify alert definitions for asset allocations, risk limits, loss thresholds, maturities, birthdays or changes in equity to provide timely and adequate responses. You are immediately notified if a corresponding event occurs.
Market data and news can be directly integrated into your portfolio management. Use the various work areas for parallel workflows and analyses and view information on individual clients or previously defined portfolio groups. Handle your investment decisions and client orders directly using the integrated order interfaces.
Use the client management and client profiling to record and edit the master data of your clients and prospects in accordance with MiFID.
During the meeting with your client, use the asset analysis and portfolio simulation to record the current financial situation of new clients or evaluate it together with your long-standing clients.
Review different scenarios in the portfoliosimulation and thus make the changes and risks of an investment decision transparent and simple for
Generate the corresponding Product Information Sheets (PIB) required by law as well as bank-specific additional information directly in the application.
Based on the data recorded during the client meeting, vwd advisory solution generates easily customisable investment advice documentation that meets all regulatory requirements.
The documents are also automatically stored and tracked so that you can quickly access them during the next meeting with your client.
Finally, you can forward all transactions using automated order interfaces for a timely order placement.
This module is fully integrated in vwd advisory solution and can be quickly activated if necessary. No switching between different programs and user interfaces is required, as all important information is always just a few clicks away.
vwd market manager [web] provides detailed information on equities, warrants, bonds, funds, currencies, certificates, contracts and commodities.
You can access intraday charts, economic data, comprehensive economic news, ratings and much more.
In addition to viewing data, you cana lso create individual watchlists and model portfolios and save each view as PDF or print it with a clear layout.
Tilo Stolzenburg will be happy to answer all your questions about the vwd advisory solution.
Phone: +49 631 3649-108