AGI accessed the Advisory Portal of Fonds Depot Bank in a recent occurrence.
Allianz Global Investors (AGI) has unveiled a new advisor portal, marking a significant shift from their previous platform. The new portal, powered by Fondsdepot Bank's technical solution, is exclusively for AGI's in-house advisors.
The move to adopt Fondsdepot Bank's technology was driven by the need for a more advanced, efficient, and secure technical infrastructure. This strategic decision aims to offer advisors enhanced usability, improved integration capabilities, and better overall performance.
The new portal boasts an intuitive menu navigation, making it easier for advisors to manage customer portfolios. It also includes functionality for custody overview and online fund share trading. Beyond portfolio management, the new portal offers additional features to enhance collaboration between AGI and its customers and advisors.
Customers should check their spam folders if they haven't received the confirmation email for the new portal. The newly designed portal offers intermediaries more comprehensive and clear information compared to the previous one.
It's worth noting that AGI has been working with Fondsdepot Bank for 20 years, and the new advisor portal is an extension of Fondsdepot Bank's services for AGI. Fondsdepot Bank handles the custody of funds for AGI, ensuring a seamless transition to the new portal.
However, it's important to clarify that the new portal does not manage customer portfolios for clients outside of AGI's in-house advisors. The shared portal is intended to provide more accessible and organized information for AGI's in-house advisors, improving the efficiency of portfolio management.
The launch of the new advisor portal signifies AGI's commitment to modernizing their digital platform for advisors, ensuring it meets contemporary standards and provides a superior user experience.
The strategic decision by AGI to adopt Fondsdepot Bank's technology for their new advisor portal is aimed at enhancing the finance and business operations of their in-house advisors through advanced, efficient, and secure technical infrastructure. This technology upgrade also offers additional features for technology-driven collaboration between AGI and its advisors.
