Asset management tools
Exceptional software
One of our biggest advantages is our "Asset Management & Investment Research" software, a top-of-the-line product that we designed with sophisticated professional clients in mind. This integrated, fast, and high-performance IT tool is available to you and gives you total autonomy.
In particular, you can:
- consolidate each portfolio sub-group dynamically and compare several portfolios as well as their respective benchmarks
- give stock market, fiduciary, or foreign exchange orders for a specific client or for an entire group of portfolios
- analyze financial instruments in chart or table form and compare their performance
- create and access electronic archives at any time
- check your clients’ portfolios remotely through a secure e-banking module
A dedicated website for independent asset managers
This site – the Extranet – enables you to view:
- all of our financial research (strategy, analyses, recommendations)
- the documents to which you have signed up via the user-friendly subscription system
- useful documents such as current fee schedules and contact details for our correspondent and custodian banks
- the program of events that we have organized for you
You may only access services actually offered in your country of residence, by contacting the Lombard Odier Darier Hentsch entity duly registered in your country.