Are you looking for a single wealth management solution?
Our innovative MyWebDepot system will guide you through the entire wealth management life cycle. Win new clients with our client onboarding and contract management solutions, and document your advisory. MyWebDepot will support you in professional management and documentation of client assets, taking account of the current regulatory requirements.
Wealth management
Wealth managers are facing the decision of how to meet the challenge of digitalization and regulatory requirements while continuing to offer their clients attractive services. MyWebDepot is the ideal solution for your professional services. We update and evaluate our client data on a daily basis. So you can focus on looking after your clients through our efficient system. Thanks to our web-based solution, you can grant your clients access to their data, and communicate with them through digital channels.
Banks
Does your bank lack a digital connection and communications with your clients? MyWebDepot is an add-on system to your core banking system that allows you to integrate more quickly with the online world.