The BW Wealth app is the digital access to BW Bank's first-class wealth management. The app currently offers up-to-date information on all of your client's accounts. In addition to a comprehensive overview and the current value of each portfolio, a dynamic performance chart, the portfolio and all individual stocks are shown in detail. The reporting period and thus all presentations can be adjusted intuitively.
You can get everything you need at a glance with this app from the exclusive BW-Bank Vermögensverwaltung.
LOGIN AND MANDATE
- Simple login with your online banking access data from BW-Bank
- Specify the desired login method once
- Start a tutorial on request
- List of all current securities accounts with BW asset management
- Convenient to an individual overview with selection of the desired depot
OVERVIEW
- Presentation of personal administrative assets and performance
- By clicking on the reporting period, it can easily be adjusted
- Simple selection of the display for asset classes, currencies and countries
- The asset classes are displayed with all available investments
- It is very easy to change the sorting by clicking on the active areas
- The detailed view can be activated at any time: ISIN, market value, unit, price and date
PERFORMANCE
- Dynamic display of the performance screens
- Immediate adjustment of the display by simply shifting the time axis
- Easy zooming in the charts by flexible choice of the desired time period
TRANSACTION LIST AND REPORTING PERIOD
- List all transactions in the portfolio
- When you select a transaction, a detailed view is activated
- Intuitive selection of the reporting period and thus adjustment of the presentation
The display of courses and prices is usually delayed. The time and date shown in the app refer to the last update of the security price. Other times refer to the given context.