Reliable digital tools.
To keep the spotlight on your client.
Our tools help financial advisors to improve
their working life in the long term.
Moventum satisfies all security standards set for the financial sector. Our tools work reliably and meet all regulatory requirements. We support our clients with our applications in both day-to-day business andthe expansion of their business activities. We constantly adapt them to the respective operational and strategic business requirements of our clients.
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, they can open custody accounts for their clients, place orders and access analytic, reporting and support tools to help them 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.
*depending on the country of origin/distribution authorisation
online account overview for Moventum custody account holders
proprietary transfer agency system
Defined classes: Dealer, Product, Transaction and Account Level
Front-end system for investment companies/institutional investors
Anti-money laundering and compliance
Turbine Asset Manager
All-round system for automation around the processes of investment companies
Visit our partner's website for more information: https://www.turbineanalytics.com/en/products
System for a secure handling of data in the company
Visit our partner's website for more information: https://privacyrun.com/
Our partner company ProService Finteco is a provider of numerous managed services.
These include comprehensive services for financial institutions in the area of investment funds. They range from tracking regulatory and technological trends to adapting IT processes and solutions, managing the necessary system infrastructure and providing modern customer service with full support through digital services.
Interested? Then find out more details here https://www.turbineanalytics.com/en/services