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More efficient preparation for fund advice thanks to new advisor portal - Allianz Global Investors uses portal solution from long-standing partner Fondsdepot Bank

Fondsdepot Bank, Germany's leading platform for trading and storing funds, has developed an "advisor portal" for Allianz Global Investors. This portal is accessed by Allianz's intermediaries, who can manage their clients and the fund products they sell there. For reasons of efficiency, AllianzGI decided to discontinue its own fund portal and commissioned its proven partner Fondsdepot Bank with a new development. The modernly designed portal with its intuitive menu navigation offers intermediaries clearer and more comprehensive information than before and thus enables timesaving, focused preparation of intermediaries for customer meetings.

As a long-standing partner, Fondsdepot Bank has been handling custody account management for Allianz for over 20 years and also provides AllianzGI's custody account customers with the Fondsbanking Portal for custody account overview and online trading. With the advisor portal, an elementary module of Fondsdepot Bank has now been integrated into the Allianz infrastructure, which offers the customer and advisor view on a common platform.

"Fondsdepot Bank operates a standardised advisor portal that nevertheless offers Allianz the option of customising the layout and functions. In addition, AllianzGI benefits from the permanent further development of the advisor portal by Fondsdepot Bank," says Sebastian Henrichs, CEO of Fondsdepot Bank.

 

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E-mail: presse(at)fondsdepotbank.de