Moventum enables direct digital connection


Moventum is strengthening its platform business and enabling digital access for third-party providers. “This enables fully digital on-boarding for many more providers, simplifying processes and reducing costs”, says Michael Patzelt, Head of Sales for the DACH region. Moventum will work more closely with third-party providers in the future.

“This opening is a milestone in the development of Moventum. Our systems can now be easily integrated into many other environments”, says Patzelt. The onboarding route is now fully digital allowing broker pools to be connected in this way. In most cases, transaction orders and portfolio openings from these pools can now be set up at Moventum without any further manual effort.

This will provide thousands of advisors with similar ease of access to what is already available with MoventumOffice. “Overall, this will simplify processes and make them more transparent”, says Patzelt. The first partners will be successively connected via the new interfaces. Together, they combine a volume in the double-digit billion range of assets under management in the investment segment. “We assume that with this digital opening will open up further growth potential for us”, says Patzelt.

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About Moventum:
As an independent financial service partner, Moventum S.C.A. has been providing a home for financial service providers such as advisors and asset managers as well as institutional clients from all over the world for more than 20 years. The digital “MoventumOffice” platform offers access to more than 10,000 funds, ETFs and other securities. In addition, it allows financial advisors to open securities accounts for their clients, to place trading orders and to use analysis, reporting and support tools. Institutional clients are able to outsource their entire fund trading with complementary services to Moventum as part of collective or individual custody account management. A variety of fund services are assumed for asset managers, ranging from registrar and transfer agent services to fund accounting, company administration and domiciliation services.
Moventum Asset Management S.A. (Moventum AM) is a wholly owned subsidiary of Moventum S.C.A. Since 2019 Moventum AM manages Moventum’s own funds of funds and individual mandates as part of its asset management portfolios.

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Lisa Baker is the Editor of Always Finance, and writes about Business, Finance Technology and Healthcare. Lisa is also the owner of Need to See IT Publishing.