Portfolio Switch

Key Features for Your Business

• Grow Your AUM: Attract more assets by making it incredibly simple for clients to transfer their entire investment portfolio to you.
• Your Brand, Your Platform: A fully white-label solution that integrates directly into your existing digital banking or investment app.
• Automate Everything: Eliminate manual data entry, paperwork, and follow-ups for your team, freeing them up to focus on advising clients.
• Legally Compliant & Secure: The entire process is fully compliant with regulations, ensuring a secure and reliable transfer of assets.
• Fast & Easy Integration: Go to market quickly with a solution that is "ready for immediate use" and integrates via a simple API.

A Superior Investor Experience

• Transfer in Minutes: Customers can transfer their entire portfolio of stocks, funds, and securities in a single, short digital session.
• Smart & Simple: Our technology automatically identifies all securities in the old portfolio. No manual ISIN entry needed!
• Digital Everything: From data entry to the final signature, the entire process is 100% digital. No printing, no mailing for the user.

How It Works in 3 Simple Steps:

1️⃣ Connect: The customer securely logs into their old bank or broker.
2️⃣ Review: They see a complete list of their securities and confirm the transfer with a click.
3️⃣ Switch! Qwist automates the entire transfer in the background.

For full product details, check our flyer below or visit: https://qwist.com/en/products/activate/portfolio-switch/ .