“Baloise Wealth Manager” is Baloise Vie Luxembourg’s secure digital platform for its partners. This innovative solution is a truly business-oriented dashboard allowing our partners to manage their business on a daily basis.

What features are now available?

• Smart search engine (contract number, amounts, names, funds, transactions, documents ...);
• A synoptic view of the entire activity;
• Overview of contracts and investments (including the underlying aspects of dedicated funds);
• Follow-up of completed and in-progress operations;
• Detailed information about your own intermediary account;
• Access to all the most recent contractual and commercial documentation;
• Requests for account positions;
• Drafting of contract syntheses;
• Fund and product catalogues;
• Newsfeed comprising news and operational information.
• …

As with Baloise Vie Luxembourg digital transformation is an ongoing process, this platform will be constantly updated with new tools by way of regular updates.

How to obtain access?

Are you a Baloise Vie Luxembourg partner and don't you already have access to our platform? Then forward your request by simply filling out the online form available here.