The self-explanatory and intuitive functions of the fund banking portal provide efficient support for clients and advisors. Issue your orders fast and easily. In addition, you can access the asset report and your electronic mail box directly for custody account and account statements.
- all overviews can be saved in CSV or Excel
- Performance calculation on a custody account and fund basis
- All client details at a glance
- Direct access to the expanded asset report
- Access to the detailed fund portraits
Thanks to the automated screen adjustment, all functions are also easy to operate when you are on the road.
The banking portal of Fondsdepot Bank - clear, intuitive and secure.
You do not yet have any access to fund banking? Just let us know and we would be pleased to set up your personal online access.