Get a full overview of your client holdings in just a few minutes.
Portfolio Fetcher allows you to collect the data from your clients investment accounts
and makes you better prepared for the next advisory meeting.
Holistic
Full overview of client’s financials is a foundation in your advisory process
Fast
It only take a couple of minutes to collect the data
Safe
Data collection is secured with BankID
3 simple steps to follow to prepare for a client meeting
1
Send your client a link with instructions
2
Client collects the financial data
3
See a full overview in an informative dashboard
In 2019
we released Njorda
An app for retail investors with the best overview and analytics on the Swedish market.
Read more about Njorda here.
Sign up for a free trial
Choose technology that works for you. Test drive our software for 14 days free of charge
with no commitment.
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