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We combine the benefits of a private bank account, with the personal customer care associated with a top quality independent financial advisor. As a Moventum partner, your financial advisor can access an infrastructure comparable to those offered by any international investment house or private bank. Moventum AccountView provides an online overview of your Moventum account. You can view all transactions, purchases, sales, movements, and balances online.
AccountView — our online fund platform's features
- 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
- 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
MoventumPlus Active — advantages at a glance
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Professional management of assets from €10,000
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Investment process managed by expert teams
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Detailed quarterly information on your assets and individual positions
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Switch to another portfolio, if required
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Payments, savings plans and payout plans available at any time
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Annual income statement with all relevant data
MoventumPlus Private Wealth Management
— advantages for individual investors
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Diversification
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Dynamic structure of investment portfolio
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Continuous monitoring of risk
