A platform for efficient portfolio management

EFG provides a straightforward and reliable platform for client portfolio management. Its wide range of functions enable clients to view individual portfolios and their relative performance, execute stock market transactions and print reports that can be adapted to their needs, including consolidated reports for groups of relationships.

We also offer a financial information tool that provides the prices of equities listed on the main stock exchanges in Europe, the US and Asia, bond and derivative prices, forex quotes, money market data and financial market news.

For financial intermediaries with an in-house portfolio management tool, EFG offers an XML Download Service, which allows you to upload client portfolios and daily transactions in an efficient way