Asset Managers

Looking for more from your Partner Bank? We are up to the challenge.

As a professional asset manager, you know as well as anyone that being an excellent strategist is not enough in today's world. Applying your knowledge efficiently without losing time, being in a position to intervene if the market situation requires, and being able to access relevant information in a flash are also of key importance. Swissquote Bank gives you the support you need:

 

  • Direct connections to the global stock markets, with straight-through processing
  • Online transactions for virtually all listed products (equities, bonds, funds, ETFs, options, futures, structured products, etc.)
  • Numerous service and analytical tools (e.g. Equity Analyzer, Portfolio Analyzer, Warrant Chooser, Fund Finder, Fund Optimizer, Order Book, etc.)
  • Level-3 system incorporating a high level of security
  • A wealth of information and news from around the world

Asset Manager Tool - Devote Your Energy to Your Clients

There is more to our settlement platform than meets the eye. Going beyond just standard software, we use our understanding of what makes your business tick to develop tailor-made tool-based solutions and services that cater to the multifaceted needs of discerning investors.

 

  • Transmit collective orders
  • Create group of clients according to different criteria and strategy
  • Transaction confirmations available in PDF
  • API (Application programming interface)
  • Read-only access for your clients

Need help? Contact us!

Phone : +41 44 825 89 90
Email: B2B-desk@swissquote.ch