Your complete solution for asset management

MyWebDepot

The platform for digital onboarding and advisory solutions, custody account management and portfolio management.

MyWebDepot digitalises and optimizes your asset management processes. With comprehensive connections and a powerful data pool, the platform accompanies you securely through all phases of the securities business.

Organize your asset management digitally and efficiently with 

MyWebDepot

 

MyWebDepot is the comprehensive platform that supports your bank in digitalization, financial investment advice and portfolio management. With a wide range of functions and connections, it enables smooth integration into existing systems and processes.

Our aim is to support you in all phases of the wealth management process. From the initial consultation through to full implementation, MyWebDepot offers the tools and functions you need to increase your efficiency and provide your clients with the best possible service.

In addition, MyWebDepot fulfils all current regulatory requirements so that you can concentrate on the essentials: the success of your clients and your company.


This makes MyWebDepot a ‘requirements fulfiller’

API and interface management
Connect with more than 70 custodian banks, investment companies and fund platforms in the DACH region through us.

Customer lifecycle management
Guides you through the entire wealth management process, from advice to implementation.

Regulatory requirements
We help you comply with current legal requirements.

Customizability
Adapt the platform to your specific business requirements.

Data analysis
Provides valuable insights for optimized portfolio management and transparency towards the customer.

Security
Offers the highest security standards to protect sensitive data and create trust.

Your advantages

Efficient digitalization
Optimizes your processes comprehensively.

Comprehensive data pool
Over 70 connections for maximum reach.

Regulatory security
Supports compliance with all regulations.

Flexible portfolio management
Adapts to your individual needs.

User-friendly interface
Intuitive operation for fast implementation.

Your contact
Jörg Richard CEO Jörg Richard

«MyWebDepot is the result of more than 20 years of market experience and development. The SaaS solution is being constantly adapted to current and contemporary technical and regulatory requirements.»

 

Ready to transform your business?

Let's tackle the digitalization of your securities business together. Request a no-obligation demo and experience the benefits of MyWebDepot.

Request a demo