Tools

We constantly invest in the technology that securely gives our clients the information they need when and where they need it. We have the right tools developed in-house or by our leading partners to meet the needs of our evolving client base and offer the necessary support.

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Manual

Securities Services Online (SSO) is an online operations web tool for Wealth Managers and Institutional Clients. We have developed the SSO web tool in-house. It requires no installation or extra software. It offers:

  • Flexible four-eyes principle for all modules (with Digipass)
  • Bulk signing
  • XLS and PDF downloads
  • Accounts module: real time cash and securities overview
  • Cash transfer module: cash transfer to reference account number linked to the account
  • Forex module: spot transactions
  • Order module: comprehensive order module
  • Savings and income plans module: possibility to view, create, edit and cancel savings and income plans
  • Settlement module: overview and management of settlement instructions
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