"Mastering solutions - professionally, efficiently, flexibly."

Tailor-made solutions - for your success

The global economic crisis brought great disruption to the markets and above all to the financial sector: financial institutes worldwide had to accept enormous losses and drastic reductions in their market capitalisation, resulting in a huge increase in pressure on costs and margins. BASEL III, SEPA and the flat-rate settlement tax are just a few of the other points, such as the rising financial market regulation, which bind resources and capital, while many companies after consolidations are struggling with old systems and flexibilisation of their infrastructure.

On the other side are unnerved clients with increasingly high demands and sensitivity regarding transparency. Against this background, the transfer of complete business processes, individual administrative tasks or IT to an external provider provides you with real support in the custody account business as advisor. This is because:

  • you achieve considerable costs savings of up to 30 percent - thanks to bundling, standardisation, optimisation and automation of process sequences.
  • You obtain access to the expertise and state-of-the-art technology of a specialist.
  • You can concentrate on your core skills and devote your attention even more to the needs of your end-clients.
Business-Service | Fondsdepot Bank

Fondsdepot Bank: Convenient outsourcing of business processes

With over two decades of experience, over one million custody accounts and over 400 employees, Fondsdepot Bank is the independent custody account specialist on the market with great expertise. We assume administrative activities related to investment account administration, tailored individually to your needs as banks, sales organisations of insurance companies or investment companies. This is done both in the form of business process outsourcing, IT outsourcing or through professional fund procurement - and all of this to the extent you specify. The goal being: to provide you with optimal support in your advice practice.

Business-Service | Fondsdepot Bank

Fondsdepot Bank services: Professional. Efficient. Flexible.

Fondsdepot Bank offers you tailor-made solutions with additional convenience and absolute reliability. We are happy to take on administrative activities along the entire added-value chain so that you can devote all your attention to your clients and the market.

Our comprehensive services are oriented to your needs and help you to achieve clear gains in productivity through process optimisation, standardisation and automation.

Application Service Provision

The infrastructure is very conveniently available to you via our DIAMOS platform and as application service provider we assume the IT operation for you in our computer centre.

You set the scope of our responsibility: Would you like to make use of the technical administration, i.e. hosting, care and further development of the platform by Fondsdepot Bank? Or do you need expanded services, such as business continuity services or technical supervision of applications and data budgets? We offer you a comprehensive portfolio from which you can choose.

Business Process Outsourcing

The multi-client compatible platform of Fondsdepot Bank is modular in design and provides the perfect home for your custody account business as part of technical or legal outsourcing - depending on the objective and business volume.

We customise our outsourcing services individually to your requirements: from standard services to special product solutions.

You continue to decide to what extent we make an appearance vis-a-vis your clients: you can withdraw completely from custody account management and transfer your clients to our open retail platform or make use of our 'white label' approach. This means: We continue to run the online banking, forms, client reporting and our call centre under your brand and with your 'look and feel.' In the final analysis, this means: our employees respond with your company name!

Fondsdepot Bank as multi-fund platform

We are one of the oldest independent fund platforms in Germany and offer our business clients the convenient option of centralising fund purchase and all associated order, payments, commission collection and controlling processes in one solution. This means a confusing multitude of individual direct links to fund companies is a thing of the past.

Would you like to reduce your settlement complexity and your costs? Furthermore, at the same time optimise the income from your fund holdings by cooperating with one of the biggest purchasing communities in Germany? Then Fondsdepot Bank is the right partner for you.

You have personal contacts at Fondsdepot Bank who can support you with your challenges.

Our service components:

  • Central order desk - simplifies and professionalises your fund business
  • Comprehensive fund universe with about 6,000 funds from more than 300 companies - allows you to keep up with the dynamism of the fund universe
  • Trailer commission collection and controlling - one payment stream, at a specific time, no ifs and buts!
  • Reporting and master data care - keep track of everything

Do you have any questions or do you need more information? Contact us!

Your contacts

Sebastian Höft
Head of Business Partner Management

Tel.: +49 9281 7258-3000
E-mail: vertrieb@fondsdepotbank.de

Michael Patzelt
Sales Director

Tel.: +49 9281 7258-3000
E-mail: vertrieb@fondsdepotbank.de

Benjamin Kaiser
Sales Director

Tel.: +49 9281 7258-3000
E-mail: vertrieb@fondsdepotbank.de

Alexander Flechsig
Sales Director

Tel.: +49 9281 7258-3000
E-mail: vertrieb@fondsdepotbank.de