As a client with an advisory mandate – ۶Ƶ Advice, you benefit from ongoing portfolio monitoring and online access to exclusive investment ideas to resolve portfolio quality issues. Get notified via portfolio quality checks immediately when we spot a new quality issue in your portfolio.
۶Ƶ Advice - portfolio quality at a glance
Portfolio quality checks
Receive notification of a new quality issues via your preferred channel
Portfolio quality dashboard
Portfolio quality status 24/7 accessible from our full-fledged dashboard
Online investment proposal
Optimize your portfolio quality with on-the-spot investment proposals
What is portfolio quality?
What is portfolio quality?
Your portfolio can be affected by market changes, which for example, make your asset allocation deviate from your investment strategy or expose you to instruments with a negative rating.
For your peace of mind, ۶Ƶ monitors your portfolio via quality checks.
How to check and improve portfolio quality
Log in
Did you receive a notification about a portfolio quality issue? Simply follow the steps indicated in the message and log in to ۶Ƶ Digital Banking.
Review dashboard
A dedicated dashboard in “Assets & investment” will inform you of the status of your portfolio quality and whether you should take action.
Request proposal
For every open issue you can request a remediation proposal generated by the Portfolio Advice Intelligence engine and execute right away.
The power behind your Investment proposal: Portfolio Advice Intelligence Engine
The power behind your Investment proposal: Portfolio Advice Intelligence Engine
۶Ƶ Advice - portfolio quality allows you to independently solve portfolio quality issues and request an investment proposal generated on the go by our Portfolio Advice Intelligence Engine. We are considering your investment preferences and proposing switches consistent with your current positions and strategy!
Should you not like the proposal, your client advisor is still available to make a counter-proposal.