Intelligent asset management – Heidelberger Vermögen opts for software innovator DSER for its portfolio management

Thursday January 19th, 2017
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Görlitz, 15 January 2017. Professional portfolio management is the ideal foundation for active dialogue between asset holders and asset managers. It only makes sense that asset managers Heidelberger Vermögen place great value on asset management that is tailored to their customers’ needs. In search of a future-oriented approach, Heidelberger Vermögen has opted for the expert support of innovative software provider DSER. The goal is to combine the many years of expertise and market knowledge of the consultants and asset managers at Heidelberger Vermögen with the latest high-tech solutions from DSER – all for the benefit of the customer.

The latest stock market phase clearly demonstrated that efficient asset controlling requires objective and meaningful information that can be provided to the customer within structured reporting. For this reason, Heidelberger Vermögen intends to implement consistent and constant software-supported monitoring of their individual customers’ investment and risk guidelines. This will enable them to react in time to the markets or changing conditions.

Wanted: Innovators + implementers = DSER solution partners

The Heidelberg-based asset management company opted for DSER as its solution partner. The software developer has been market leader in the area of digital portfolio management for banks and financial service providers for 10 years. “DSER impressed us with their proven industry expertise – especially when it comes to the day-to-day concerns of asset managers. Now more than ever, asset managers need service providers who can help them with the future aspects of their industry”, says Martin Klein, CEO of Heidelberger Vermögen.

Johann Horch, Founder and CEO of DSER, is also very optimistic about the partnership. “The partnership with Heidelberger Vermögen opens a lot of exciting opportunities for further functional development of our solutions”, explains Horch. Both parties look forward to working together and the opportunity to join forces to provide customers with even better solutions in the area of portfolio management and performance reporting. “Together, we will try to always be a step ahead of the market”, says Horch. “We want to reach the customers of tomorrow.”

About DSER

Digital services for the future of banking – that is the speciality of DSER and the companies of niiio finance group AG. In addition to munio and robo-advisor, these services include a community platform and API banking tools, as well as tailored consulting and development services and operating models. The Görlitz-based software publisher sees itself as a solution partner for banks and financial service providers. Its high-quality, plug-and-play solutions are user-friendly and customisable; they help to sink costs dramatically and to realise the benefits arising from competition.

Since 2016, DSER has been working together with niiio finance group, making a powerful team. Its goal is to provide a comprehensive fintech ecosystem that leads banks, consultants and private investors together into a digital future. DSER has been successfully providing solutions for the portfolio management market for over ten years. With its sophisticated core product (munio), over 70 active customers currently move 40 billion euros and manage a portfolio volume of around two million accounts.

About Heidelberger Vermögen

Heidelberger Vermögensmanagement GmbH supports private, professional and institutional customers in the areas of asset management, asset consulting, and procurement of other financial services. Heidelberger Vermögen operates as an independent company with responsibility for its own performance. As a subsidiary of Heidelberger Volksbank, the company combines independent business consulting with roots in the cooperative banking system. The company headquarters are located in Heidelberg.


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