EN 
DA 
Wealth – Your way
Next Generation Digital Wealth Management
Manage and optimise your wealth with customised reporting and simulation tools and access to wealth planning and advice when you need it. Experience that you and your wealth are in focus.
What you get
01
Holistic wealth overview across
all asset classes and accounts
02
Simulate & optimise
your investment portfolios
03
Analyse your risk and
sustainability
04
Access to wealth planning and
advice when you need it
Ready to get started?
Basic Suite - VIY
The basics you need to start managing your wealth and investments:
Advanced Suite - DIY
The basics suite plus simulation and trading.
The Basics Suite plus:
Pro Suite - DIWY
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
