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Today, investors are able to access a wide range of investment funds by themselves online, putting you the advisors in a position where you need to stand out from the crowd, offering customers valuable advice and first-class personalized service. With Moventum, completing transactions online is quick, straightforward and transparent, giving you more time to spend with your customers.
MoventumOffice — an overview of your advantages
- You are able to access approximately 5,500 funds from over 450 domestic and international fund management companies. This fund range is an open architecture and allows you to add your favorite funds
- We can handle funds, ETFs, cash and fixed deposits in 5 different currencies: EUR, USD, GBP, CHF, and JPY; additional currencies being available upon request
- You have access to a detailed reporting system
- Unbundled charging structure, Retail-Distribution-Review (‘RDR’) - ready, is available
- Reliable analysis tools enable you to give your customers the best advice
- Comprehensive, quick and straightforward online account management
- Online account opening
- Buy and sell investment funds online
- Online access to the customers' account balances
- Daily online account valuation; and
- Daily online commission information
AccountView — advantages for your clients
- Single account with consolidated statements for investments and cash
- Up-to-date account data at a glance
- Consolidated statement for all investments
- One account number for transfers
- Electronic Postbox for all documents
- One annual statement
- Investors receive information on:
- all account balances
- investments, broken down by security
- all security transactions
- cash reserves in all currencies
- all cash transactions