SOBACO Solutions AG joins the Association of Swiss Asset Managers as a partner
SOBACO Solutions AG is aiming to work even more closely with the Swiss Association of Wealth Managers (SAM) and its members through this important partnership. It focuses on the active expansion of the specially developed asset management platform «MyWebDepot» in order to address the effective life-cycle management needs and regulatory requirements in an even more targeted manner.
The omni-channel platform MyWebDepot is a portfolio management system that covers all needs in one single web solution. The holistic asset management platform supports financial service providers throughout the entire life cycle management process, taking current regulatory requirements into account. SOBACO Solutions AG's approximately 4,000 business clients, as well as each of the 33,000 associated advisors, can use MyWebDepot to seamlessly evaluate and analyze their finances and create asset statements.
All members of the Swiss Association of Wealth Managers (SAM) are also offered the well-known and highly customizable 360-degree solution «MyWebDepot» at exclusive preferential conditions.
«MyWebDepot is constantly being adapted to meet the latest technical and regulatory requirement», said Roberto Soglia, Head of Sales & Marketing, SOBACO Solutions AG. «The market-leading solution impresses with above-average security and stability as well as an extremely transparent and competitive price structure. MyWebDepot creates transparency across the client pool, with the option of real-time monitoring and therefore planning security. Automated reporting tools simplify the daily routine for asset managers and facilitates the professional management of the client assets entrusted to them.»
