End-Client Solution

Providing the end-client with a clear overview of their investments with the user experience and usability in focus
Download the Brochure

End-Client Solution

Providing the end-client with a clear overview of their investments with the user experience and usability in focus
Download the Brochure

Automated client onboarding

The End-Client Solution supports automated end-client onboarding with verification of KYC data and documentation. The service offers a secure channel to send and receive encrypted communication and includes a straightforward platform for fund trading. End customers benefit from a range of features including full investment overview based on allocation groupings and comparative return reporting.
Make informed decisions with Asset Management platform
Highly configurable Asset Management solutions

Mobile-first and intuitive interface

The solution is mobile-first, meaning it looks and feels like an app for mobile users. It has a responsive design and can be accessed via any device and web browser using two-factor authentication.

Automated client onboarding

The End-Client Solution supports automated end-client onboarding with verification of KYC data and documentation. The service offers a secure channel to send and receive encrypted communication and includes a straightforward platform for fund trading. End customers benefit from a range of features including full investment overview based on allocation groupings and comparative return reporting.
Make informed decisions with Asset Management platform

Mobile-first and intuitive interface

The solution is mobile-first, meaning it looks and feels like an app for mobile users. It has a responsive design and can be accessed via any device and web browser using two-factor authentication.
Highly configurable Asset Management solutions

Key Features of the End-Client solution

SECURE LOGIN

Secure and simple customer log-in using two-factor authentication.

FUND TRADING PLATFORM

A simple and intuitive overview of investments, value development and transactions with straightforward buy & sell functionality.

SECURE CLIENT COMMUNICATION

All data exchanged between the application and our system is encrypted and GDPR compliant.

RETURN REPORT

Value development for portfolios and holdings in comparison with relevant references over time.

CLIENT ONBOARDING & KYC

Automated client onboarding and account opening functionality including collection and verification of KYC data and documentation.

DOCUMENT ARCHIVE

Easy-to-use and intuitive library of documents. Efficient publication of customer reports.

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