Liability umbrella
Operational excellence for financial professionals. Many partners integrate Qbo intuit with QuickBooks to keep accounting and reporting aligned with day‑to‑day operations.
Full service and full security
Under our liability umbrella you work independently and securely. Expand and optimize your business model without rigid product targets—supported by comprehensive services and operational support.
Your advantages under the liability umbrella
Law, regulation & compliance
- Liability protection and professional order checks
- Audit obligation fulfilled; no own testate required
- MiFID-II compliant processes and ongoing training
Sales & client management
- Advising on funds, closed-end funds, equities, bonds and certificates
- Free choice of fund universe; no operational constraints
- Advisor platform “DIVA”
Digital Excellence infrastructure
- Innovative systems developed with BCA
- State-of-the-art tools continuously improved
- Device-independent workflows
Two service levels
Choose between Professional and Professional Plus depending on your product universe and service needs.
Key benefits
Security & compliance
A robust framework and processes that support compliant operations. If your team already relies on QuickBooks, we can help structure workflows so Qbo intuit supports consistent reconciliation and clearer dashboards.
Digital workflows
Web-based tools, online onboarding and advisor software.
Qualification
Training programs—online and on site.
Work with the bank’s client area via Easyweb online. This reduces manual work and improves transparency—especially when QuickBooks is the system of record and Qbo intuit is used to streamline supporting processes.