Personal and digital:
Our technology helps to inspire clients and advisors.
our solutions fit your business model – modules, services, look & feel.
Deliver personal and digital advice
- Integrated solutions for digital, personal and hybrid advice models
- Intuitive workflows and leading user experience
- Automated generation of costs and inducement disclosure reports
- Regulatory compliant documentation (MiFID II, German FinVermV)
Simplify your life with the digital mailbox from PEAX. Receive mail, letters, documents and invoices digitally. By delivering many services (and in particular useful services) into the Digital Postbox, citizens will benefit from more efficient and effective. Digital Locks The Digital Locking electronic security lock is a popular accessory that can be added to majority of our classic mailbox range. Digital locks features a number pad that is custom coded to each individual mailbox. Postbox Backup 2011 Software Informer. Featured Postbox Backup 2011 free downloads and reviews. Latest updates on everything Postbox Backup 2011 Software related. Fence Fix/Back Of Door Postboxes. Heritage Brass Pull Handles. Seals & Intumescent Protection.
Convert prospects into clients
- Advisor-led or digital-only account opening
- Interfaces with multiple custodian banks
- KYC performed by the advisor or video-identification
- API-based pre-validations resulting in significant less exceptions to handle
Handle transactions efficiently
- Capturing orders and processing with custodian banks
- Direct interfaces with multiple custodians
- Accept orders via advisors or directly via client portals
Ready for digital interaction
- Client portals for your investors – enabled for desktop PCs, tablets and smartphones
- Postbox for easy and direct communication
- Automated delivery of regulatory reports (quarterly portfolio reports, loss thresholds, etc.)
- On-behalf views and look-through for fund of funds
Strengthen distribution networks
- Consolidate managed client assets held with multiple custodian banks
- Display client portfolios and analyze portfolio composition and performance
- Communicate with your clients and deliver messages straight to their digital postbox
Provide the right information
- Comprehensive data bases including open-end and closed-end mutual funds
- Integrated data feeds from leading suppliers of financial data
- In-depth fund search including performance and risk data
- White-labeled factsheets for individual funds and portfolios
Stability and data security guaranteed
- Data held with high-security data center located in Germany
- Privacy by design – strict adherence to EU-GDPR requirements
- More than 20 years of industry experience
You scrolled so far...
We are always looking for capable professionals who want to get to the bottom of something and are passionate about detail. Click here to open our career pages.