Services Thanks to Portfolio Monitoring, Your Assets Are Always under Control

Thanks to Portfolio Monitoring, Your Assets Are Always under Control

We monitor your portfolio automatically and inform you through various channels if we identify opportunities or risks.* You won't miss out on important market developments!

Fortune and Control

Portfolio Monitoring – Never Miss an Investment Opportunity

As a private investor, you want to know that your money is in safe hands. You don't want to miss any important market developments, either. We have the right investment solutions for automatic portfolio monitoring. It ensures that you are notified immediately about potential portfolio risks.

There are a number of ways in which we do this. Our algorithms check the portfolio for different aspects, such as the concentration of foreign currencies or securities issued by the same issuer. You will also have access to various asset analysis tools.

Investment Recommendations by Post, Email, and E-doc

Your individual investments are also checked: Have any stocks recently been rated as "Sell"? Did a company's credit rating change? Has a risk increased for a particular product? Are any bonds or derivatives about to mature? Depending on the investment solution you choose, we will notify you by post, email, or e-doc about risks and investment opportunities.

Learn more about automatic portfolio monitoring

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