Create more freedom for your clients
LLB Xpert Monitoring – more time for your clients
Freedom, participation, and time – this is what LLB Xpert Monitoring offers. We monitor your clients' portfolios on the basis of the criteria you define – in line with your investment strategy. This gives you more time to advise and take care of your clients.
LLB Xpert Monitoring offers you professional support in the monitoring of your clients' portfolios. This provides you with a valuable advantage, reducing your daily workload and enabling you to focus more closely on your clients and their needs. Compliance with regulatory requirements is ensured, easily and efficiently.
Here's an example of what reporting looks like when an asset class or bond rating is breached in the context of our portfolio monitoring and analysis:
- Individual overview of your investment strategies
- More than 50 monitoring criteria
- Efficient support for your risk management through systematic monitoring of your client portfolios
- Selectable monitoring frequency (daily, weekly, monthly)
- Prompt notification if your criteria are breached
- Lucid reporting for each client
Would you like us to handle the monitoring of your clients' portfolios?
We'll be happy to advise you!
Get in touch with our experts and receive comprehensive information about LLB Xpert Monitoring.
Make more time now for what's important
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