Julius Baer offers various applications designed to meet the needs of Intermediaries.
We deliver technology solutions that help drive digitalisation, improve productivity,
and streamline business operations.
Access all relevant account opening forms. Forms can be printed or downloaded as PDF files. Forms can also be completed online and compiled to a PDF file.
Get a full overview of all of your clients, including key data such as assets under management (AUM), performance figures, and client details.
Analyse single or multiple portfolios with our Portfolio Management System. Generate valuations or cash flow projections and check the transaction history or performance. Analysis by time period and currency is possible, as is aggregation for multiple portfolios.
Process single or bulk orders. The order life cycle status can be tracked in real-time. Target orders can be generated for selected portfolios based on portfolio management algorithms. All ISIN based security categories are tradable.
Process single or multiple settlement orders, delivery or receipt, for your clients’ portfolios under our custody.
Access to all correspondence between you and Julius Baer over the past 10 years, including reports, letters, account statements, and trade executions.
Order client reports, including portfolio valuations and account statements. Client reports can be ordered ad-hoc or scheduled via standing instructions. Reports are provided as PDF files.
Receive the security positions and transactions of your clients to feed your portfolio management system of choice. This service provides high-quality data in a standardised format. The files delivered contain all security positions and transactions as of the previous business day.
Receive relevant documents, such as client statements, electronically via our tool, secure file transfer protocol or e-mail. All documents are provided daily and include an index file for automated archiving.
Execute FX transactions including spots, forwards or swaps on more than 130 currency pairs in real-time. The tool includes a set of enhanced functionalities such as call level orders, limit orders or stop loss orders.
Customise FX and equity structured products according to your client’s needs. The derivative toolbox enables you to customise products for different scenarios and individual requirements, and provides a quote within seconds.
Deliver orders from your portfolio management system directly to Julius Baer using the FIX network. We can process your orders in real-time through our brokerage network and deliver confirmations to your system, enabling you to consolidate them directly.
Set up a secure e-mail connection between Julius Baer and your e-mail account in order to exchange sensitive information through a secure channel.
Access our comprehensive range of research publications, including reports on economics, strategy research, currency, fixed income, equity, commodities, and thematically focused publications.
Access specified Julius Baer research and marketing publications and podcasts on your iPad anytime and from various locations with the Julius Baer Investment Insights App.
Customise your newsletter subscription to Julius Baer publications according to your specific needs and interests. An increasing number of marketing and research publications, investment recommendations, and wealth planning updates are now available via newsletter subscriptions.
The products and services offered depend on the domicile of the Intermediary, the end-client, and the legal entity of Julius Baer.