Backoffice

A well-functioning back office contributes significantly to customer satisfaction. Our experienced back office team takes care of the administrative tasks involved in asset management for our partners and their customers. The team handles all orders professionally, quickly and with a high degree of flexibility.

The following back office services are offered via the platform:

• Order management (recording, placement and execution including notification and archiving)
• Handling of documentation and reporting obligations regarding securities transactions
• Booking of securities transactions
• Reporting using the portfolio management system
• Document management and archiving
• Use of the vwd Portfolio + Advisory Software including interfaces to custodian banks:
  • «vwd portfolio manager» (solution for portfolio management)
  • «vwd advisory solution» (solution for investment advisory)
  • «Customer Account» (digital customer advice and support)