The account overview provides an at-a-glance view of your total balance across all accounts. Graphical displays help you quickly get your currency breakdown. The Transaction Overview provides a clear summary of all outstanding, ongoing, and completed transactions.

Overview

• Currency overviews with graphical displays
• Consolidated overview of your account assets across your currencies
• Transaction details directly accessed
   

Transaction Overview

All account movements can be clearly viewed in the Transaction Overview. Using the integrated search and filter functions, transactions can be narrowed down specifically according to various criteria. This ensures you maintain a clear overview of completed, pending, and transactions awaiting authorisation at all times.
 

The Payments section helps you to manage your transactions clearly and efficiently. You can enter domestic and international payments in various currencies, monitor outgoing payments, and authorise individually or as a batch as required. Additional functions such as standing orders, payment templates, QR bills, and payment imports enable the flexible processing of both simple and extensive payment documents. Internal transactions, including those involving currency exchange, can be processed 23/7 using xPULSE.

Overview

• Check and authorise outgoing payments – including bulk authorisation
• Enter domestic and international payments in various currencies
• Create, edit, and delete standing orders and payment templates
• Process QR bills conveniently via upload
• Payment import supporting various file types, e.g. pain.001
• Process internal transactions 23/7 using xPULSE

More Functions

QR bill via upload

When uploading a QR-Bill, all relevant payment data is automatically transferred. This function is listed on the Dashboard or under «Payments → New Payment → QR-Bill».

Bulk authorisation of payments

Multiple payment orders can be reviewed and authorised as a batch. The function is listed under «Transactions → Approvable». Select the respective payments and authorise them simultaneously using the «Approve» button.

Payment import

Import payment orders quickly using «Payments → Payment Import» – either with ISO-20022-XML (pain.001) or CSV file.

Through Digital Communication you can efficiently manage all messages and documents relating to your banking affairs from a central and secure platform. Electronic bank documents, account statements, or tax-related documents can be viewed as PDFs at any time. You can set these to be generated automatically and stored in your personal document archive. Thanks to flexible notification options, you get a complete overview at all times: You decide whether you want to receive information via push notification, email, your secure inbox, or via WebHook.

Overview

• Generate electronic bank documents as PDFs and store them in the document archive
• Flexible notification channels: Push notifications, email, secure inbox, and WebHook
• Individual management of your notification settings

More Functions

In the «Dashboard» or the «Hub → Bank Statements» menu item, you can generate electronic bank documents such as account statements or tax-related documents in PDF format. These documents will then be available for download in your secure inbox.
 

The Portfolio section provides you with a clear overview of your investment assets. Your assets are presented in a clear structure and can be viewed in detail as required. Graphical displays help you to quickly understand the composition of your portfolio by asset class. 

Overview

• Overview of all assets within the portfolio
• Clear presentation of market orders and their current status
• Entry of individual orders as well as multi-account block orders
• Authorisation of multiple orders in a single step
• Import of market orders via CSV files
• Trading of selected cryptocurrencies

More Functions

Market order as an individual order or block order

Access order entry via the Dashboard or the «Trading → New Order» menu item. If multiple custody accounts are held, the «Block Order» option is available in the Advanced Order section, allowing orders to be entered and executed across multiple accounts.

Order Import

«Import Trading → Order Import», market orders via CSV file as new orders.

Crypto Currencies

Access tradable crypto currencies via the Dashboard or via «Trading → Crypto Currencies». There you will find an overview of the available products and can enter the corresponding orders.

Under «Assign Clients», you select which data is accessible to each user. The assignment can be automated for all current and future accounts and custody accounts of a client, or specifically managed for individual accounts using the edit function. This option can be found under «User → Assign Clients».

In the Admin Cockpit, you can create new users via the menu item «Users or Clients → Create User». You will then be guided through the process to fully set up the user profile.