Our applications – secure, high quality & tailor-made
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.
Our solutions for financial advisors and their clients
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, 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
AccountView
online account overview for Moventum custody account holders
Benefits:
- Secure online account access
- Interactive, easy-to-use operation
- Single online access to a complete overview of investments and cash
- All account data at a glance
- One statement for all investments
- Multilingual support
- One account number for all transfers
- Electronic mailbox for all documents
- Annual custody account statement
