SVM

About: SVM

The SVM App is the quick and easy access to the customer portal of SVM Fondsprofi GmbH and thus provides an overview of consolidated customer deposits including all fund shares, investments and bank accounts.

The access check takes place via your previous access data to the ServiceCenter. Your personal user ID and password can be obtained from your SVM contact.

features:



- Consolidated balance sheet incl. All fund shares, insurance, investments and bank accounts
- Chat function (ticket system)
- Create new insurance
- Upload of insurance documents
- Query the current depot inventory
- Factsheets for the individual funds including performance, risk-return, key figures, profit & loss, asset allocation
- Overview of past transactions
- Display of the performance of your deposits
- Display of the composition of your depot
- Current market report
- Realized profits and annual performance
- Overview of savings and withdrawal plans
- Digital signature in any PDF documents
- Submission of order orders directly from the app, confirmation by password or digital signature
- Sign contract documents digitally
- Securities order can be entered directly in the app
- general security info
- Insurance claims
- Consultation talks directly via app with voice and video chat