The Wiesbaden-based financial services provider, Delta Lloyd, is proud to present one of the highlights of Dortmund's DKM trade fair: its new MultiBankenPlattform.
The Wiesbaden-based financial services provider, Delta Lloyd, is proud to present one of the highlights of Dortmund's DKM trade fair: its new MultiBankenPlattform. This investment consultancy instrument, the first of its kind, gives the broker an extensive overview of all clients' investments at a glance, as the MultiBankenPlattform can access almost all fund platforms in Germany.
Analysing and improving investments
The tool also boasts a wide range of other functions for professional investment consultancy. Templates are used to create the foundations for putting together client profiles, consultancy documentation and specialist support to help select deposit positions and funds. Over and above this, the broker can use the MultiBankenPlattform to carry out extensive deposit analyses and, on the basis of the investment theory of Nobel Prizewinner Harry M Markowitz, put together recommendations to improve the portfolio, taking account of the investment objectives and risk profile of each individual client.
Comprehensive reporting
A further point in favour of Delta Lloyd's MultiBankenPlattform is its comprehensive reporting system. This allows the broker to reproduce the performance of client deposits in a graphic or in figures, or to create an overview of all deposit positions. Using the integrated series report function, reports can even be generated automatically for each client. It can also put together many different analyses by deposit position or individual fund, for example.
Commission comparison
With just a few clicks, the broker can also call up and compare the commission for all tradeable funds from all compatible platforms. This commission information is shown in detail for portfolio commission and asset-based fees, by fund and deposit position.
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Further information about:
Martina Fassbender
Telephone: 0611 773 25 71
Fax: 0611 773 14 25 71
E-mail: martina.fassbender@deltalloyd.de
Internet: www.deltalloyd.de
Notes to editors:
About Delta Lloyd
Delta Lloyd Deutschland is a 100%-owned subsidiary of the Delta Lloyd Groep, Amsterdam, and therefore part of the British Aviva Group. The company provides a wide range of financial, investment and provident products from a single source, as well as providing expert consultancy on all financial issues. In addition to Delta Lloyd Leben and Hamburger Leben, a pension fund and a consultancy for occupational pension schemes respectively, the Delta Lloyd Group in Germany also comprises its own private banking company, a real estate company and a mortgage broker.