The new digital platform for partners
“Bâloise Wealth Manager” is Bâloise Vie Luxembourg’s new secure digital platform for its partners. This innovative solution is a truly business-oriented dashboard allowing our partners to manage their business on a daily basis.
What features are now available?
- Smart search engine (contract number, amounts, names, funds, transactions, documents ...);
- A synoptic view of the entire activity;
- Overview of contracts and investments (including the underlying aspects of dedicated funds);
- Follow-up of completed and in-progress operations;
- Detailed information about your own intermediary account;
- Access to all the most recent contractual and commercial documentation;
- Requests for account positions;
- Drafting of contract syntheses;
- Fund and product catalogues;
- Newsfeed comprising news and operational information.
As with Bâloise Vie Luxembourg digital transformation is an ongoing process, this new platform will be constantly updated with new tools by way of regular updates.
How to obtain access?
Are you a Bâloise Vie Luxembourg partner and don't you already have access to our platform? Then forward your request by simply filling out the online form available here.