Custody account analysis
For a positive change in value.
Our PMS system supports the investment management process and forms the basis of the success of common management and communication. Using the intelligent and integrated portfolio management system, our advisors have all portfolio data available in real time and have the option to positively intervene at any time for the benefit of our clients. Be it portfolio analysis, reporting, risk assessment, or performance calculation, or restriction and cost control – our clients get access to the full and precise schedule of your values’ development at any time either through us or by direct access.