e-tools

A simple and reliable platform for efficient portfolio management


BSI provides a reliable and simple-to-use IT platform for client portfolio management. It has numerous functions through which it is possible to view individual portfolios and their relative performances, carry out stock market transactions and print reports that can be changed according to client requirements, or consolidated reports for groups of relationships. In addition, on request, BSI can offer a financial information tool, which, for a small cost, provides the prices of equities listed on the main stock exchanges in Europe, the US and Asia, bond and derivative prices, forex quotes, money market data and financial market news.
In addition, BSI provides the application "Appway", with which it is possible to fill in bank documents directly at the office of the external asset manager.

For information about BSI products and services, please contact the BSI Head office in Lugano.

 

Online contact form

 

Call center (Monday - Friday 7.30 - 18.00 CET)

+41/(0)58/8093111

 

or refer to the nearest branch.

 
 

We invite you to read the Newsletter EAM, which presents actual subjects of our daily business, with the wish that it could be a constructive and effective information tool.

A summary on the financial markets, by BSI Strategy & Research.