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INFORMATION & ACCOUNT MANAGEMENT
You're looking for a structured overview of all customers, portfolios, securities or your account managers? EQUIRION MANAGEMENT INFORMATION is the right solution for you! Multilevel customer hierarchies permit flexible access and ensure that each and every user quickly obtains the right information.

A complete overview of assets, consolidated securities holdings, available cash or customer transactions are indispensable pieces of information for controlling and pro-active customer care. EQUIRION MANAGEMENT INFORMATION is available anytime, anywhere on the web.

On request, EQUIRION MANAGEMENT INFORMATION is also available to your distribution channel partners, if desired in combination with other EQUIRION components. A complete solution may be used to analyze individual portfolios, display asset holdings, calculate performance, and support order management. In any case the system resembles your or, if requested, your partner's corporate design.