• Managed Portfolio

    Managed Portfolio

  • Managed Depots

Target Group: People that want to stay on top of their investments.

Objective: Continious insights into a managed portfolio.

Transaction: Order Execution

Classical Features:

  • Portfolio Aggregation
  • Stresstesting
  • Asset Categorization
  • Asset Allocation
  • Re-Balancing
  • Stresstesting

Can be combined with Asset Allocations as a core-satellite-offering.

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