Baer®Online overview

This tutorial will you show an overview of the login and the main functionalities on the application.

Portfolio analysis

This tutorial shows how the portfolio analysis tool of Baer®Online works, the main functionalities and features.

Download & archive

This tutorial shows the download area for client documents and lists and the Archive functionality where you can retrieve client documents up to 10 years in the past.

Client reporting

This tutorial shows how to generate specific reports for your clients like asset or account statements.

Settlement instructions

This tutorial shows how to send, receive and manage settlement instructions with BaerOnline.

Markets toolbox

This tutorial shows how the Market Toolbox for Intermediaries works. You will learn how to place FX Spot, Forwards and Swap transactions.