e-view

With e-view you can keep a close eye on the development of your assets. The following functions are available:

  • Portfolio overview and valuation
  • Performance
  • Transaction history and turnover
  • Cash flow

e-documenting

With e-documenting you can view, print and download all your client correspondence:

  • Confirmation of transactions
  • Portfolio and account reconciliations
  • Statements of income (German clients) and statements of income and expenses (international clients)
  • Guarantees and interest credits
  • Account statements and payments

Would you like to find out more about e-Services at Julius Baer?
Your Relationship Manager would be delighted to provide you with more information.