MyWebDepot
Our web-based asset management platform MyWebDepot fulfils all the requirements of modern portfolio management in a single solution. With automated bank interfaces, a compliant advisory process and detailed reporting, you can optimize your clients' asset management efficiently and securely. Customized lifecycle management enables you to manage each step of your clients' lifecycle individually and in a targeted manner. Efficient portfolio monitoring ensures that you maintain an overview at all times and can react quickly to market developments.
Optimize your portfolio management with
MyWebDepot
MyWebDepot is a comprehensive portfolio management platform that combines all your requirements in a single web solution. This platform supports you in all phases of asset management and helps you to fulfil current regulatory requirements.
With automated bank interfaces, MyWebDepot enables smooth data exchange and ensures efficient management and monitoring of your client portfolios. The platform is MIFID and FIDLEG compliant and offers an optimized advisory process to efficiently create individual investment proposals.
In addition, MyWebDepot offers detailed monitoring and reporting functions that give you a clear and comprehensive overview of your clients' assets. The platform is flexibly customizable and suitable for companies of all sizes, from small asset managers to large financial institutions.
MyWebDepot at a glance
Customer life cycle management
Comprehensive management of the entire customer life cycle including guided onboarding and KYC data.
Service agreement
Monitoring and billing of services based on agreed parameters and investment strategies.
Advisory process
Guided investment advice for new investments and reallocations with integrated risk metrics.
Portfolio management
Consolidated asset overview and simple monitoring of investment strategies and asset reallocations.
Risk & Compliance
Effective review and approval of clients and continuous monitoring of profit and loss thresholds.
Client reporting
Clear and detailed reports on all client relationships and portfolio activities.
Document management
Automated document creation and electronic signature options for all customer documents.
Comprehensive reporting
Detailed monitoring and reporting for a clear overview of assets.
Your advantages:
Automated interfaces
Quick and easy data exchange between banks including reconciliation.
Regulatory compliance
MIFID and FIDLEG-compliant advisory process.
Efficient
portfolio management
Maximize the management and monitoring of assets.
Customized adaptations
Customized functions for small to medium-sized asset managers and financial institutions.
Your contact
«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»