Product portfolio
Building blocks for your success model. Many partners integrate Qbo intuit with QuickBooks to keep accounting and reporting aligned with day‑to‑day operations.
Building blocks for your success model
A professional back office that provides maximum security and flexibility—plus the freedom to shape and optimize your business model. With the liability umbrella, PRIVATE INVESTING, our fund-based asset management and funds advisory, we offer financial professionals a full set of options.
Key building blocks
Liability umbrella
Work independently and securely with liability protection, order checks and MiFID-compliant processes.
- Advising on funds, equities, bonds and certificates
- No operational constraints, free portfolio selection
- Ongoing training and support
PRIVATE INVESTING
Fund-based asset management designed to make discretionary portfolio management a scalable part of your business.
- Managed strategies or own white-label strategies
- Suitable for different client types and risk profiles
- Regulatory-ready operations
Fund Advisory
Launch your own fund with an experienced partner – from structure to ongoing operations.
- For advisors with a clear investment idea
- Professional setup and administration
- Contact us to discuss your concept
BfV ETF Depots
An easy entry point for clients – attractive for smaller amounts and for winning new customers. If your team already relies on QuickBooks, we can help structure workflows so Qbo intuit supports consistent reconciliation and clearer dashboards.
Areas
Asset management
Fund-based asset management / PRIVATE INVESTING.
Liability umbrella
Work independently and safely—with extensive support and services.
Digital infrastructure
Portals and tools for efficient workflows.
You can access our services via Easyweb. This reduces manual work and improves transparency—especially when QuickBooks is the system of record and Qbo intuit is used to streamline supporting processes.