Powerful reporting and an optimal customer experience

All investment data, always up to date, with high security standards, accessible on all types of devices, and combined with a compelling design and excellent usability—these are the requirements that LBBW Asset Management’s clients expect from a modern reporting portal. But that’s not all: The range of features must also appeal to a broad spectrum of users from the very start, combining the capabilities of modern business intelligence dashboards with classic client reporting and the option to create reports interactively on their own. In addition, powerful search and filter functions, the ability to query specific time periods, an automated scheduling feature, and a wide range of other functional highlights are designed to deliver an ideal user experience from the very first login to the new portal. LBBW Asset Management and port-neo are taking on this challenge together. Together, we are enriching the already outstanding in-person customer experience with digital touchpoints and optimizing the customer journey.

LBBW Asset Management was founded in 1988 as a subsidiary of Landesbank Baden-Württemberg. Today, with total assets under management of 70.2 billion euros, it ranks among the leading asset management companies in Germany. More than a quarter of the assets under management (€22.6 billion) are invested according to sustainable criteria. For LBBW Asset Management, sustainability is not just a passing trend; the company has been offering sustainably oriented investments to institutional and private investors since 2002.