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.
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
