My Wealth Office: Zwei Wealth Presents the Next Generation of the Platform

The changes at a glance:

• Improved Overall Asset Overview

• Expanded planning features
• Dynamic analysis of asset managers’ proposals
• Separate Control. feed with the latest reports 
• Integrated Investment Committee with agenda and minutes

Assets — A Comprehensive View of Your Assets 

The redesigned asset overview serves as the starting point. From here, you can view the asset structure in either a tile or table view and access additional information directly. The tile view simplifies navigation and provides all key information about the target and portfolio results at a glance. This allows you to gain an overview even faster. The table view has also been expanded. In addition to the current return performance of individual portfolios, additional information on their overall and sub-ratings is available.

On the home page, you can track the performance of your entire portfolio over a longer period with a single click. This feature highlights changes and shows how individual portfolio components contribute to the overall performance.

Plan. – Shaping Your Asset Strategy with a Forward-Looking Approach

You’ll now find a dedicated feature for asset planning. This allows you to review and optimize your asset strategy—both holistically and at the individual goal and portfolio levels—at any time, ensuring your goals are achieved as effectively as possible and that potential risks are identified even earlier. You’ll also find the proven scenario and liquidity analysis, which can now be broken down to individual sub-goals and, with the completely new Plan. simulator, can be used to project potential changes.

Find. – Compare investment solutions transparently

Selecting suitable banks and asset managers is a key component of wealth management. The well-known Find. feature has been redesigned. Here, you can view ongoing and completed requests for proposals and directly compare submitted offers. You’ll now find expanded functions for sorting and analyzing offers, which simplify the selection process. Criteria such as track record and risks help you evaluate the various solutions. You can also launch new requests for proposals directly through My Wealth Office. This makes the selection process clearer and more transparent.

Control. – Continuously monitor implementation

Also new to the platform is a separate Control. feed. This is where the latest reports and relevant information appear in one central location. This includes, among other things, quarterly control reports, cost controls, and market and provider alerts. This gives you a simple overview of the latest reports.

Investment Committee – The Central Hub for Asset Management

Your own Investment Committee prepares the groundwork for decision-making and discusses key issues and tasks. You’ll now find the agenda with live links and the minutes for each meeting stored and available for viewing at any time. This makes your meetings even more efficient and simplifies the monitoring of decisions.

Would you like to learn more about My Wealth Office? We’d be happy to show you in a personalized demonstration how the platform supports you in managing your assets.