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Successful Go Live: Moventum optimises investment platform for financial advisors

Re-designed and updated to cutting-edge technology, Moventum is relaunching its MoventumOffice management and investment platform, offering financial advisors more time to support their clients and to work more efficiently, particularly in these turbulent times. “As a specialised provider, we are tailoring our services and tools for securities specifically to our clients’ needs”, Sabine Said, Executive Vice President of Moventum S.C.A., pointed out.

MoventumOffice, the web-based management and investment platform for financial experts, now allows for paperless (custody) account opening with digital contract signature. Clients use the VideoIdent system for online identification and sign contracts electronically. “Fully digital onboarding is now activated with a single click on the platform”, Said explained. “This saves not only paper, but also time.”

The re-design of the system’s account and custody account models rendered the selection process much simpler: “There are four models that are geared to clients’ specific investment behaviour”, Said indicated. Private investors and their advisors will either choose MOVEclassic as the classic securities account, MOVEflex with a flexible fee structure, MOVEeasy that focuses on pre-selected strategies and various risk/opportunity classes, or MOVEactive: all fund-based asset management is professionally handled by the experts at Moventum Asset Management.

In addition, MoventumOffice has gained a visible facelift and more user-friendly navigation. At about one million transactions carried out via the platform annually, MoventumOffice provides access to more than 10,000 funds, ETFs and securities. Using analysis, reporting and support tools, financial advisors open and manage client portfolios while placing trading orders with just a few clicks. “We are offering needs-based services and solutions for the individual requirements of financial advisors and their clients”, Said concluded, “all the while assisting advisors in solving specific problems they may be facing in their daily work.”

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