For a More Efficient Everyday – Our Institutional Offering

Our service, Wictor Pro, is specifically developed to simplify daily operations and provide full transparency through a technical platform tailored for institutions. By institutions, we refer to entities such as municipalities, trade unions, foundations or other organizations that as part of their professional activities manage capital on behalf of a group of individuals.

The platform provides access to the following core features:

• Secure login for authorized users to an online service where all holdings are consolidated in one place—regardless of bank, fund company or asset manager.

• The ability to generate consolidated reports across all holdings and compare banks, fund companies and asset managers based on asset classes and investment strategies.

• The freedom to independently negotiate pricing and terms with banks, fund companies and asset managers.

• Streamlined order management where all buy and sell orders are submitted through Wictor Pro, instead of to multiple counterparties. You benefit from a single, clear counterparty in the order execution process.

• The ability to set limits in accordance with your investment policy and receive notifications if these limits are exceeded, ensuring continuous compliance.

• Flexibility to hold investments within any preferred tax structure.

• No counterparty risk toward Wictor Family Office—the counterparty risk resides in the individual investments.

In addition to the core features Wictor Pro also offers a range of add-on modules enabling you to fully tailor the service to your specific needs.