With over 25 years of experience in wealth management, STRATAV GmbH is committed to delivering first-class service to its clients. A key factor in their success is their collaboration with Infront, whose comprehensive suite of solutions has helped streamline operations and enhance client offerings.
 

Helmut Weber, Managing Director and Owner of STRATAV GmbH, explains: “Thanks to Infront's comprehensive solutions for data, analytics and portfolio management, we have everything we need from a single source, making our work more efficient and organised.”

 

Enhancing Efficiency with a 360° solution
 

STRATAV leverages the full suite of Infront solutions for wealth managers, from data acquisition and portfolio management to real-time data integration and seamless portfolio management workflows. These tools allow STRATAV to deliver a more streamlined and efficient service, covering every aspect of the investment process – from initial proposals to detailed client reporting.
 

“Infront provides us with a 360° solution for data analytics and portfolio management – all from a single source,” adds Weber. “This allows us to work more efficiently and offer our clients a transparent holistic wealth overview. This is the future of wealth management.”

 

A Focus on Transparency and Client Service
 

Transparency for clients is increasingly important in today’s wealth management landscape. STRATAV is preparing to launch a new digital client portal, a tool that will offer clients greater access to information and enhance communication.
 

“With the new client portal, we are providing more transparency for our customers,” says Weber.

"The Future of Wealth Management"

As the financial industry continues to evolve, STRATAV GmbH is well positioned to stay ahead of the curve. With Infront's WealthTech solutions that run on the Infront Cloud platforms, STRATAV can not only meet current regulatory challenges, such as DORA compliance, but also prepare for future challenges in wealth management. 
  

With this partnership, STRATAV is embracing the future of wealth management, combining cutting-edge technology with their decades of experience to offer clients an unparalleled level of service and transparency.