We consistently use digitization and white label technology to make custodian banking even easier, faster and more secure. As a full-service provider, we deliver solutions for every need - without any investment costs of our own. Under the V-CHECK brand, we offer technology including marketing concepts.
Aquiring new customers with white label technology
You design your start page according to your ideas. In our system we create a white-label page with your strategies. The landing page with your logo for the start of the investment and for the customer login then plays our system automatically. Your advantages:
Expand customer target group
- Acquire new customers with digital strategies from € 25,000
- Children & grandchildren deposits
Efficient management of existing customers
- Manage existing customers with small & medium volumes efficiently and in a legally compliant manner
- Consolidate custodian banks
Establishment of a partner network
- Customer base expansion via feeders and intermediaries
- Support through customer connection with white label online onboarding process
- Increase of brand awareness and reach
Benefits for you as an asset manager
- We are a state approved custodian bank
- The client is visible in the V-Bank Front End
- Uncomplicated and efficient support for WPHG documentation, annual suitability documentation, loss threshold notification and reporting, performance fee calculation, client debit and invoicing
- Allocation and order placement for all clients with just a few clicks
- Data delivery via interface to your portfolio management system
- Fast document delivery to your customers with V-CHECK access
- White label: No implementation costs. Manageable technology fee (based on total volume; additive):
- Asset manager fee freely selectable - therefore attractive current income and lower time expenditure
Benefits for your customers
- Investment in high-quality asset manager strategy already possible from manageable amounts - e.g. single stock strategy from 25,000 €.
- We are a renowned custodian bank - awarded "Best Custodian Bank 2023" in Private Banker magazine
- Uncomplicated and efficient use through automated WPHG documentation (annual suitability documentation)
- Overview and access to documents with modern online client cockpit
- Low transaction costs for small orders