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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.

 

 

 

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Modules

Dashboard

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

Portfolio

  • Wealth
  • Return and risk
  • Transactions
  • Forecast

Postbox

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

Contact

Any questions?

Burhan Sancar will be happy to answer your questions about the scope of the Customer Account.

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

Headquarter

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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