Fund Management

Fondsmanagement
Funds master data One-time investment Savingsplans Direct debit Accumulation Forwarding Billing Booking

Fondsmanagement

Funds master data
One-time investment
Savingsplans
Direct debit
Accumulation
Forwarding
Billing Booking

All information and actions concerning funds Using Fund Management, you can process the administration and automation of funds savings plans and one-time investments. Securities orders for investment funds are cumulated, but reported separately by purchase / sale to principle investment firms.
Processing of Funds Within the framework of automatic order supplementation, the customer and contracting parties are supplemented with the prices from pricing data for investment funds, customer discounts are determined for selling markup and an automatic business release is undertaken, if so wished. Savings Plans and One-time Investments Using the integrated Savings Plan process, you can create savings and payment schemes as well as one-time investments for an exact amount of money and remain flexible concerning: Choice of funds and issuers Cycles such as monthly, quarterly Date of execution Minimal investment amount Amount and time of an automatic indexation Collection using direct debit, also from external banks Construction of conditions such as discount on funds, condition groups or customer levels

All information and actions concerning funds

Using Fund Management, you can process the administration and automation of funds savings plans and one-time investments. Securities orders for investment funds are cumulated, but reported separately by purchase / sale to principle investment firms.

Processing of Funds
Within the framework of automatic order supplementation, the customer and contracting parties are supplemented with the prices from pricing data for investment funds, customer discounts are determined for selling markup and an automatic business release is undertaken, if so wished.

Savings Plans and One-time Investments
Using the integrated Savings Plan process, you can create savings and payment schemes as well as one-time investments for an exact amount of money and remain flexible concerning:

Choice of funds and issuers
Cycles such as monthly, quarterly
Date of execution
Minimal investment amount
Amount and time of an automatic indexation
Collection using direct debit, also from external banks
Construction of conditions such as discount on funds, condition groups or customer levels

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