[\/et_pb_slide][et_pb_slide heading=“WERDEN SIE“ background_color=“#323745″ image=“http:\/\/web.addfinwealth.com\/wp-content\/uploads\/2016\/06\/Addfin_Image_3d_2.png“ alignment=“center“ background_layout=“dark“ background_position=“default“ background_size=“default“ use_bg_overlay=“on“ use_text_overlay=“off“ allow_player_pause=“off“ text_border_radius=“3″ header_font_select=“default“ header_font=“||||“ body_font_select=“default“ body_font=“||||“ custom_button=“off“ button_font_select=“default“ button_font=“||||“ button_use_icon=“default“ button_icon_placement=“right“ button_on_hover=“on“]<\/p>\n
COMPLIANCE-PROFI<\/h3>\n
Wir reduzieren Ihre Compliance-Aufgaben durch die Kombination von Daten mit Informationen und Logik. ADDFINWEALTH deckt folgende Themen ab:<\/p>\n
- \n
- Identifikation<\/li>\n
- Erstellung des Risikoprofils<\/li>\n
- Compliance \u2013 Checklisten<\/li>\n
- Compliance Workflow<\/li>\n
- Compliance Dokumentation<\/li>\n
- PEP Check \/ PIB Informationen<\/li>\n
- Automatisierte Generation von Compliance-Formularen und -Berichten<\/li>\n
- Audit-Tracking (\u00c4nderungsprotokoll)<\/li>\n<\/ul>\n
[\/et_pb_slide] [\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section admin_label=“section“ fullwidth=“off“ background_color=“rgba(204,204,204,0.7)“ inner_shadow=“off“ parallax=“off“ transparent_background=“off“ allow_player_pause=“off“ parallax_method=“off“ padding_mobile=“off“ make_fullwidth=“off“ use_custom_width=“off“ width_unit=“on“ make_equal=“off“ use_custom_gutter=“off“][et_pb_row admin_label=“row“][et_pb_column type=“4_4″][et_pb_text admin_label=“Text“ background_layout=“light“ text_orientation=“center“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“ text_font_size=“16″]<\/p>\n
MASSGESCHNEIDERTE VERM\u00d6GENSVERWALTUNGS-L\u00d6SUNG<\/h1>\n
Mit ADDFINWEALTH profitieren professionelle Investoren wie unabh\u00e4ngige Asset-Manager von einer einzigartigen, webbasierten Informations- und Transaktionsplattform, die es ihnen erm\u00f6glicht, die aktuellen und zuk\u00fcnftigen Herausforderungen sicher, effizient und kundenorientiert zu bew\u00e4ltigen[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=“row“ make_fullwidth=“off“ use_custom_width=“on“ width_unit=“off“ custom_width_percent=“50%“ use_custom_gutter=“off“ padding_mobile=“off“ allow_player_pause=“off“ parallax=“off“ parallax_method=“off“ make_equal=“off“ parallax_1=“off“ parallax_method_1=“off“ column_padding_mobile=“on“][et_pb_column type=“4_4″][et_pb_image admin_label=“Image“ src=“http:\/\/web.addfinwealth.com\/wp-content\/uploads\/2016\/06\/Addfin_Image_3d_1-1.png“ url_new_window=“off“ animation=“off“ show_in_lightbox=“off“ use_overlay=“off“ sticky=“off“ align=“left“ force_fullwidth=“off“ always_center_on_mobile=“on“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“] [\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=“row“][et_pb_column type=“1_3″][et_pb_text admin_label=“Application“ background_layout=“light“ text_orientation=“left“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“ text_text_color=“#323745″ text_font_size=“16″]<\/p>\n
![\"graph_031a\"](\"https:\/\/www.addfinwealth.com\/wp-content\/uploads\/2016\/06\/graph_031a.png\")
<\/h3>\nDie ADDFINWEALTH Application ist eine intuitive web-basierte Service-L\u00f6sung f\u00fcr Verm\u00f6gensverwalter, die f\u00fcr ihren gesamten Investitions- und Arbeitsprozess einen institutionellen Standard erwarten[\/et_pb_text][\/et_pb_column][et_pb_column type=“1_3″][et_pb_text admin_label=“Service“ background_layout=“light“ text_orientation=“left“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“ text_text_color=“#323745″ text_font_size=“16″]<\/p>\n
![\"graph_031d\"](\"https:\/\/www.addfinwealth.com\/wp-content\/uploads\/2016\/06\/graph_031d.png\")
<\/h3>\nADDFINSERVICE unterst\u00fctzt die Verm\u00f6gensverwalter bei der Verwaltung und Umsetzung des t\u00e4glichen Workflows. Teile oder der gesamte Arbeitsprozess aus dem Front-, Mittel- und Backoffice k\u00f6nnen delegiert und an ADDFINSERVICE ausgelagert werden.[\/et_pb_text][\/et_pb_column][et_pb_column type=“1_3″][et_pb_text admin_label=“Academy“ background_layout=“light“ text_orientation=“left“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“ text_text_color=“#323745″ text_font_size=“16″]<\/p>\n
![\"graph_031b\"](\"https:\/\/www.addfinwealth.com\/wp-content\/uploads\/2016\/06\/graph_031b.png\")
<\/h3>\nADDFINCIRCLE liefert einen tiefgehenden, aktuellen Wissenstransfer, den Verm\u00f6gensverwalter in diesem dynamischen Umfeld ben\u00f6tigen. Zu den Themen geh\u00f6ren die Berichterstattung \u00fcber Compliance- und Investitionsfragen sowie verwandte Bereiche wie rechtliche oder wirtschaftliche Interessen.[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section admin_label=“section“ fullwidth=“off“ transparent_background=“on“ background_color=“#ffffff“ allow_player_pause=“off“ inner_shadow=“off“ parallax=“off“ parallax_method=“off“ padding_mobile=“off“ make_fullwidth=“off“ use_custom_width=“off“ width_unit=“on“ make_equal=“off“ use_custom_gutter=“off“][et_pb_row admin_label=“row“][et_pb_column type=“1_3″][et_pb_blurb admin_label=“Solution for WM“ title=“L\u00f6sungen f\u00fcr Verm\u00f6gensverwalter“ url_new_window=“off“ animation=“off“ background_layout=“light“ text_orientation=“left“ icon_placement=“left“ font_icon=“%%101%%“ use_icon=“on“ use_circle=“off“ use_circle_border=“off“ icon_color=“#7c4dd5″ circle_color=“#7c4dd5″ circle_border_color=“#2caaca“ use_icon_font_size=“off“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“]Wir bieten die Werkzeuge, Dienstleistungen und das Training[\/et_pb_blurb][\/et_pb_column][et_pb_column type=“1_3″][et_pb_blurb admin_label=“Solution for Family Offices“ title=“L\u00f6sungen f\u00fcr Verm\u00f6gensverwalter Family Offices“ url_new_window=“off“ animation=“off“ background_layout=“light“ text_orientation=“left“ icon_placement=“left“ font_icon=“%%102%%“ use_icon=“on“ use_circle=“off“ use_circle_border=“off“ icon_color=“#7c4dd5″ circle_color=“#7c4dd5″ circle_border_color=“#2caaca“ use_icon_font_size=“off“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“]Fortschrittliche CRM-L\u00f6sungen, um mehr als nur die Kundenbeziehung zu verfolgen[\/et_pb_blurb][\/et_pb_column][et_pb_column type=“1_3″][et_pb_blurb admin_label=“Finanz Dienstleistungen“ title=“Finanz Dienstleistungen“ url_new_window=“off“ animation=“off“ background_layout=“light“ text_orientation=“left“ icon_placement=“left“ font_icon=“%%175%%“ use_icon=“on“ use_circle=“off“ use_circle_border=“off“ icon_color=“#7c4dd5″ circle_color=“#7c4dd5″ circle_border_color=“#2caaca“ url=“\/services“ use_icon_font_size=“off“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“]Wir verwalten Ihr Back-Office, damit Sie sich um Ihre Kunden k\u00fcmmern k\u00f6nnen[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=“row“][et_pb_column type=“1_3″][et_pb_blurb admin_label=“Financial information“ title=“Finanz-Informationen“ url_new_window=“off“ animation=“off“ background_layout=“light“ text_orientation=“left“ icon_placement=“left“ font_icon=“%%158%%“ use_icon=“on“ use_circle=“off“ use_circle_border=“off“ icon_color=“#7c4dd5″ circle_color=“#7c4dd5″ circle_border_color=“#2caaca“ use_icon_font_size=“off“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“]Wir liefern Ihnen die aktuellen Finanz-Informationen durch SIX Financial Information und Fundinfo[\/et_pb_blurb][\/et_pb_column][et_pb_column type=“1_3″][et_pb_blurb admin_label=“Fin Training“ title=“Finanz-Training“ url_new_window=“off“ animation=“off“ background_layout=“light“ text_orientation=“left“ icon_placement=“left“ font_icon=“%%75%%“ use_icon=“on“ use_circle=“off“ use_circle_border=“off“ icon_color=“#7c4dd5″ circle_color=“#7c4dd5″ circle_border_color=“#2caaca“ use_icon_font_size=“off“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“]Mit uns bleiben Verm\u00f6gensverwalter auf dem neusten Stand[\/et_pb_blurb][\/et_pb_column][et_pb_column type=“1_3″][et_pb_blurb admin_label=“Hosting\/security“ title=“Sicherheit“ url_new_window=“off“ animation=“off“ background_layout=“light“ text_orientation=“left“ icon_placement=“left“ font_icon=“%%93%%“ use_icon=“on“ use_circle=“off“ use_circle_border=“off“ icon_color=“#7c4dd5″ circle_color=“#7c4dd5″ circle_border_color=“#2caaca“ use_icon_font_size=“off“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“]Alle unsere Dienstleistungen k\u00f6nnen vor Ort gehostet werden. Wir bieten verschiedene M\u00f6glichkeiten und Stufen des Hosting und Sicherheit. Ihre Daten sind bei uns sicher![\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section admin_label=“section“ fullwidth=“off“ background_color=“#22262e“ inner_shadow=“off“ parallax=“on“ background_image=“https:\/\/www.addfinwealth.com\/wp-content\/uploads\/2016\/06\/buildings-480659_1920.jpg“ transparent_background=“off“ allow_player_pause=“off“ parallax_method=“off“ padding_mobile=“off“ make_fullwidth=“off“ use_custom_width=“off“ width_unit=“on“ make_equal=“off“ use_custom_gutter=“off“][et_pb_row admin_label=“row“][et_pb_column type=“4_4″][et_pb_text admin_label=“Text“ background_layout=“dark“ text_orientation=“center“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“]<\/p>\n
Effizienter mit ADDFINWEALTH<\/h2>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section admin_label=“section“ fullwidth=“off“ background_color=“rgba(204,204,204,0.7)“ inner_shadow=“off“ parallax=“off“ transparent_background=“off“ allow_player_pause=“off“ parallax_method=“off“ padding_mobile=“off“ make_fullwidth=“off“ use_custom_width=“off“ width_unit=“on“ make_equal=“off“ use_custom_gutter=“off“][et_pb_row admin_label=“row“][et_pb_column type=“4_4″][et_pb_text admin_label=“Text“ background_layout=“light“ text_orientation=“center“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“ text_font_size=“16″]<\/p>\n
![\"logo_addfin_Wealth_v00\"](\"http:\/\/web.addfin.com\/wordpress\/wp-content\/uploads\/2016\/06\/logo_addfin_Wealth_v00-300x37.png\")
<\/h1>\nADDFINWEALTH, die neue digitale Verm\u00f6gensverwaltung.
\nHilft Ihnen, Ihr B\u00fcro sowie Ihre Kunden zu verwalten, Ihr Gesch\u00e4ft weiter auszudehnen und k\u00fcmmert sich um die Compliance \u2013 alles aus einer Hand.<\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=“row“ make_fullwidth=“off“ use_custom_width=“off“ width_unit=“on“ use_custom_gutter=“off“ padding_mobile=“off“ allow_player_pause=“off“ parallax=“off“ parallax_method=“off“ make_equal=“off“ parallax_1=“off“ parallax_method_1=“off“ parallax_2=“off“ parallax_method_2=“off“ parallax_3=“off“ parallax_method_3=“off“ column_padding_mobile=“on“][et_pb_column type=“1_2″][et_pb_image admin_label=“Image“ src=“https:\/\/www.addfinwealth.com\/wp-content\/uploads\/2016\/06\/ipad.png“ show_in_lightbox=“off“ url_new_window=“off“ use_overlay=“off“ animation=“left“ sticky=“off“ align=“left“ force_fullwidth=“off“ always_center_on_mobile=“on“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“] [\/et_pb_image][et_pb_button admin_label=“Button“ button_url=“#“ url_new_window=“off“ button_text=“Frage Sie f\u00fcr eine Pr\u00e4sentation“ button_alignment=“center“ background_layout=“light“ custom_button=“on“ button_letter_spacing=“0″ button_use_icon=“default“ button_icon_placement=“right“ button_on_hover=“on“ button_letter_spacing_hover=“0″ button_text_color=“#323745″ button_border_color=“#323745″ button_icon_color=“#323745″ button_text_color_hover=“#323745″ button_bg_color_hover=“#ffffff“ button_border_color_hover=“#323745″] [\/et_pb_button][\/et_pb_column][et_pb_column type=“1_2″][et_pb_text admin_label=“Text“ background_layout=“light“ text_orientation=“left“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“ text_font_size=“16″]<\/p>\n
Main\u00a0features<\/h2>\n
- \n
- CRM & Verkaufssupport<\/strong>\n
- \n
- Legale Compliance und Regel\u00fcberwachung<\/li>\n
- Forschungs- & Investmentinformationen<\/li>\n
- Strategieauswahl durch institutionale Standards<\/li>\n
- Portfolio-Simulationen<\/li>\n
- Benchmarking<\/li>\n
- Handelsliste<\/li>\n
- Verbindungen zu externen Portfolios<\/li>\n<\/ul>\n<\/li>\n
- Compliance<\/strong>\n
- \n
- Identifikation<\/li>\n
- Erstellung des Risikoprofils<\/li>\n
- Compliance \u2013 Checklisten<\/li>\n
- Compliance Workflow<\/li>\n
- Compliance Dokumentation<\/li>\n
- PEP Check \/ PIB Informationen<\/li>\n
- Automatisierte Generation von Compliance-Formularen und -Berichten<\/li>\n
- Audit-Tracking (\u00c4nderungsprotokoll)<\/li>\n<\/ul>\n<\/li>\n
- Portfolio Management<\/strong>\n
- \n
- Banking-Interface<\/li>\n
- Konsolidierung<\/li>\n
- Transaktionslisten<\/li>\n
- Geb\u00fchren-Transparenz<\/li>\n
- Protokolle und Berichte<\/li>\n
- Portfolio-Simulation<\/li>\n
- Benchmarking<\/li>\n
- Finanz-Feed<\/li>\n<\/ul>\n<\/li>\n
- Finanz Informationen<\/strong>\n
- \n
- FundInfo Dokumentation<\/li>\n
- SIX FInancial Information\n
- \n
- Produkte<\/li>\n
- Indexe<\/li>\n
- W\u00e4hrungen<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section admin_label=“section“ fullwidth=“off“ background_color=“#323745″ inner_shadow=“off“ parallax=“off“ transparent_background=“off“ allow_player_pause=“off“ parallax_method=“off“ padding_mobile=“off“ make_fullwidth=“off“ use_custom_width=“off“ width_unit=“on“ make_equal=“off“ use_custom_gutter=“off“][et_pb_row admin_label=“row“ make_fullwidth=“off“ use_custom_width=“off“ width_unit=“on“ use_custom_gutter=“off“ padding_mobile=“off“ allow_player_pause=“off“ parallax=“off“ parallax_method=“off“ make_equal=“off“ parallax_1=“off“ parallax_method_1=“off“ column_padding_mobile=“on“][et_pb_column type=“4_4″][et_pb_cta admin_label=“Call To Action“ background_color=“#7ebec5″ use_background_color=“off“ background_layout=“dark“ text_orientation=“center“ button_url=“mailto:info@addfin.com“ button_text=“Kontaktieren Sie uns“ url_new_window=“off“ use_border_color=“off“ border_color=“#ffffff“ border_style=“solid“ custom_button=“on“ button_letter_spacing=“0″ button_use_icon=“on“ button_icon_placement=“right“ button_on_hover=“on“ button_letter_spacing_hover=“0″ button_text_color=“#ffffff“ button_icon=“%%109%%“]<\/p>\n
Kontaktieren Sie uns f\u00fcr weitere Informationen<\/h2>\n
Tel: +41 44\u00a0520 38 30<\/h3>\n
[\/et_pb_cta][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"
Wir bieten umfangreiche, auf unsere Kunden zugeschnittene Dienstleistungen und Webl\u00f6sungen an, um aktuelle und zuk\u00fcnftige Herausforderungen im Finanzmarkt bew\u00e4ltigen zu k\u00f6nnen.IHRE KUNDENBEZIEHUNGEN Jeder Aspekt der Entscheidungsfindung wird allein und als Teil des Gesamtprozesses ber\u00fccksichtigt. Durch eine spezifische f\u00fcr Verm\u00f6gensverwalter erstelltes CRM-Tool k\u00f6nnen wir Ihnen helfen, proaktiv alle Stufen Ihrer Arbeit zu unterst\u00fctzen. CRM & Verkaufssupport […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-329","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.addfinwealth.com\/de\/wp-json\/wp\/v2\/pages\/329","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.addfinwealth.com\/de\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.addfinwealth.com\/de\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.addfinwealth.com\/de\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.addfinwealth.com\/de\/wp-json\/wp\/v2\/comments?post=329"}],"version-history":[{"count":32,"href":"https:\/\/www.addfinwealth.com\/de\/wp-json\/wp\/v2\/pages\/329\/revisions"}],"predecessor-version":[{"id":361,"href":"https:\/\/www.addfinwealth.com\/de\/wp-json\/wp\/v2\/pages\/329\/revisions\/361"}],"wp:attachment":[{"href":"https:\/\/www.addfinwealth.com\/de\/wp-json\/wp\/v2\/media?parent=329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- CRM & Verkaufssupport<\/strong>\n