For client advisor and EAM

Order Management

Collection, bundling and forwarding of securities orders from various processes and order book.

Legally Compliant Advice

User-friendly processes for customer-centric investment advice and PIB management in line with all regulatory requirements.

Portfolio Management

Detailed asset analysis, monitoring of portfolio rules, development of investment strategies. Management of model portfolios.

Client Management

Onboarding process with analysis of all relevant customer data, overall portfolio, potential and prospect management.