The customer portal offers end customers the opportunity to plan and keep an eye on their finances. The customer is independent of any advisor or product issuer and can freely choose the right product. Simple in design and precisely crafted for your customers, this module is optimized for them to take care of their daily banking business.

Our agent portal provides the best possible support for agents. It is integrated into online banking and also available on mobile devices. Personal support for investment customers ensures satisfaction, increased trust in the bank and making customers feel comfortable with their bank. The module thus makes a significant contribution to strengthening the relationship between customer and agent.

Portfolio management offers comprehensive options for managing assets and monitoring risk. The portfolio list is another part of the asset overview and clearly displays the individual portfolios with the associated accounts and securities accounts. The total balance as well as the balance of the individual securities accounts and accounts of the respective portfolio are displayed.