One of Germany's oldest leading private banks has recently implemented a fully integrated digital wealth portal, incorporating Infront's portfolio management solution and modernised advisory processes. 

Advanced wealth portal integration
 

Infront has developed a state-of-the-art, widget-based wealth portal for the bank's clientele, providing insights into portfolio performance. Through a digital mailbox, clients can easily and conveniently receive up-to-date reports and securities documents. This wealth portal has been seamlessly and securely integrated with the bank’s e-Banking platform, as well as Infront's portfolio management system and advisory solutions, which they has utilised for years.

 As part of this project, the advisory solution was expanded to make the securities advisory process system-supported, compliant, and digital. In addition, access to the portfolio management functionalities was also enabled for affiliated external asset managers.

Pioneering DORA compliance
 

The bank has taken a forward-thinking approach compared to other private banks by capitalising on the upcoming Digital Operational Resilience Act (DORA) regulations for IT Risk and Security controls. This move reinforces the bank's core values: providing private, discreet, and highly personalised finance and wealth advisory services.

Together, we have committed to implementing all DORA regulations, focusing on enhanced IT Risk and Security processes based on the forthcoming standards. To learn more about what DORA compliance means for your business and the associated investments, please contact us via the link below.