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.

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.