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Solutions for wealth managers

MyWebDepot brings wealth managers and finance companies into the digital world. It is provided as a service that includes use of the system and preparation of your data.

INNOVATIVE SOLUTIONS FOR WEALTH MANAGERS

Our ultra-modern full-service solution MyWebDepot is provided as a service to wealth managers and finance companies from within our own data centers. MyWebDepot takes you through the entire wealth management and advisory life-cycle. Win new clients with our client onboarding and contract management solutions, and document your advisory. MyWebDepot will support you in professional management and documentation of client assets, taking account of the current regulatory requirements. Count on our many years of experience; more than 2,500 users rely on our solution, which processes more than 1.5 million transactions every month.

Wealth managers are facing the decision of how to meet the challenge of digitalization and regulatory requirements while continuing to offer their clients attractive services. MyWebDepot is the ideal solution for your professional services.
We update and evaluate our client data on a daily basis. So you can focus on looking after your clients through our efficient system. Thanks to our web-based solution, you can grant your clients access to their data, and communicate with them through digital channels.
The IT operation of our full-service solution is assured from our redundant data centers, which meet the high levels of security and data protection demanded by banks. Our service means you no longer have to worry about IT or processing and can concentrate in full on your client advisory and wealth management.

Our services include:

  • Managed client onboarding/advisory process
  • Contract and forms management
  • Portfolio analysis
  • Portfolio management
  • Transparent client reporting
  • Transaction processing
  • Daily valuation

 

“FATCA, AEOI, MiFID, FinSA (FIDLEG), FInMIA (FinfraG), AMLA (GwG)... a piece of cake for us thanks to InCore’s Compliance Support.”

Markus Ruffner, CEO NPB Neue Privat Bank
“We can dedicate our entire energies to providing independent wealth management services thanks to InCore’s full outsourcing service.”
Markus Angst, Head Banking Aquila & Co. AG

Our satisfied clients