MoventumOffice - The system for efficient and effective financial advisor processes
MoventumOffice is a web-based management and investment platform for financial professionals. With just a few clicks, you can open custody accounts for your clients, place orders and access analytic, reporting and support tools to help you with day-to-day client management. Transactions are processed securely and transparently using highly automated processes. The digital securities trading platform provides access to more than 10,000 funds, ETFs and other securities as well as asset management solutions.
Your benefits at a glance
Access to current market news & Morningstar – Fund Analyst Research and Ratings
Clear, user-friendly design
Trading platform offering more than 10,000 funds, including ETFs and other securities
Automated commission settlements, detailed reporting and reliable support tools
Fully digital onboarding: client and environment friendly
If you would like to learn about MoventumOffice:
Please contact us for a demo. We are looking forward to hear from you.
