With its own online portal, the asset manager provides its clients with more than just a login on its website.
What are the advantages for the asset manager, or for his client, if he logs on directly to the asset manager instead of the bank?
In summary, having your own platform offers many useful advantages:
- Higher identification with the company
- Refined key figures and more beautiful graphical representation
- More interaction through active notifications, which the customer can set online themselves
- Confidential documents are exchanged and stored in a protected environment
- higher data protection because no confidential data is sent by e-mail
- Space for additional services such as keeping contracts, wills, etc.
- Simplified risk classification of clients
- Very high data security, encrypted, mirrored everything in Switzerland
- Can be expanded into a compliance tool
Further information on the online portal, screenshots and conditions.