EN 
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Wealth – Your way
Next Generation Digital Wealth Management
Manage and optimise wealth with customised reporting and simulation tools and access wealth planning and advice when needed.
Experience that wealth is the focus.
What we deliver
01
Holistic wealth overview across
all asset classes and accounts
02
Simulation & optimisation of investment portfolios
03
Risk and sustainability analysis
04
Access to wealth planning and
advice when needed
Ready to get started?
Basic Suite
The basics to start managing wealth and investments:
Advanced Suite
The basics suite plus simulation and trading.
The Basics Suite plus:
Pro Suite
The full suite including wealth planning and investment advice.
The Advanced Suite plus:
Ready to get started?
Basic Suite - VIY
The basics you need to start managing your wealth and investments
• Wealth Management Dashboard
• Risk and Performance analysis
• Sustainability Analysis
Advanced Suite - DIY
Includes Simulation and Trading.
The Basics Suite plus:
• Simulation Tool
• Trading solution
Pro Suite - DIWY
The full suite including wealth planning and investment advice.
The Advanced Suite plus:
• Access to portfolio algorithm with own preferences
• Wealth planning and investment advice when required.
• Discretionary mandate
