The information system offers management, client relationship managers and staff a powerful tool to rapidly gain an all-encompassing overview of an individual clients holdings or the holdings of a group of clients (e.g. family).

The data presentation ranges from high-level overviews down to the explicit details of every transaction, cash and securities account and master data.

All information is available online and in report format. Multiple selection criteria cater for an efficient, effective and simple method of working with the information system. The user oriented configuration of the system ensures an optimal information presentation.

Due to its ability to effectively communicate with other software systems, the OBS information system offers the possibility to include data from third party systems, thus ensuring an integrated overview of the client's complete holdings.

 

Example of Client Overall Holdings	Example of a Portfolio Overview of an individual client