Switzerland

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Tailor-made IT solutions

Our offering can be broken down into three basic alternatives which can be individually amended accommodatingly your professional needs:

Baer®Online Independent Asset Manager

  • Extranet (business information)

  • Client overviews

  • Portfolio analyses

    • State-of-the-art analyses

    • Individual/groups of clients

  • Client reporting

    • Various reports

    • Ad-hoc and periodic reporting

  • Downloads

    • Client reporting

    • Work lists, etc.

  • Forms - account opening documents

  • Research

  • Admin functionality

    • User rights administration

Baer Link

  • Client overviews

  • Portfolio queries

  • Order entry

    • Individual orders

    • Block orders

  • Client reporting

    • Various reports

    • Ad-hoc reporting

  • Archive queries

    • Client statements

    • Work lists

  • Forms - account opening documents

  • Research

  • Infrastructure options

    • Stand-alone/integrated

Individual services (optional)

  • Raw data service (HostExport)

    • Transactions

    • Positions

  • eReporting

    • Electronic post incl. index data

  • SFTP service (secure file transfer protocol)

    • Automated data import

  • SecureEmail

    • Secure e-mail correspondence

  • Order trade interface service

    • Receipt of orders by third-party systems

Your relationship manager or our specialists will be pleased to help you putting together your personalized solution.

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Certain products and services of the Julius Baer Group are not accessible to residents and/or nationals of certain countries. Website users are therefore asked to consult the Terms of use applicable to this website and to contact their nearest Julius Baer entity („Locations“) for information on products and services available in their country.