Wealth Management Web Frontend

With the ITREXS³ web-frontend, the client commands a full-function Wealth Management System, including direct order functions for funds and securities on the international exchanges.

The Wealth Management web frontend enables the bank to supplement and further optimize its skills and experience in the area of private wealth management with automated processes. Both the client and his adviser have powerful, function-rich e-tools available interactively over the Internet. Thus information flows over the network according to defined escalation levels so that adviser and client are always informed in a controlled fashion of important changes and factors. This enhances the valuable relationship between adviser and client. ITREXS³ Wealth Management thus offers both participants a specially adapted, transparent basis for a wealth strategy. Transferring management processes to automatic systems not only guarantees consistent quality, but also increases the efficiency of the client adviser overall.