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Solutions for Private Banks

Modern Wealth Infrastructure With Personalized Experiences

Offer high-net-worth clients holistic dashboards, model portfolios, fee transparency, and KYC-enforced suitability—all from a single interface. ZagTrader helps private banks serve their clients with highly personalized, secure, and compliant wealth management experiences.

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ZagTrader for Private Banks

ZagTrader helps private banks serve their clients with highly personalized, secure, and compliant wealth management experiences. From portfolio aggregation to advisory tools and client reporting, ZagTrader equips relationship managers with the digital infrastructure they need to deliver modern private banking.

A unified platform for client onboarding, portfolio visibility, performance tracking, and regulatory compliance.

Modern Private Banking Technology with Personalized Wealth Tools

ZagTrader provides private banks with a modular, multi-asset platform to manage client portfolios, automate relationship workflows, and maintain full compliance

Multi-Account Aggregation

Combine holdings across discretionary, advisory, and execution-only accounts. Group client entities (individual, family, trust) under one relationship view.

Wealth Dashboard & Advisor Tools

Customizable dashboards for relationship managers to view client exposure, allocations, mandates, goals, and historical activity.

CRM & Risk Profiling

Centralize client data, track interactions, and enforce KYC and suitability profiling through dynamic risk questionnaires and mandate checks.

Fee Engine & Billing

Calculate AUM-based fees, performance-based fees, fixed costs, or hybrid models. Generate consolidated billing across clients and families.

Client Reporting & Statements

Branded PDF and interactive dashboards for NAV, transactions, performance, and asset allocation. GIPS-aligned report templates included.

Mobile Access & White Label Portals

Empower clients to access their accounts, portfolios, and statements securely via branded web or mobile apps.

Key Features

Relationship Manager Workstation

Provide relationship managers with a comprehensive view of client portfolios, investment preferences, risk profiles, and interaction history. Enable personalized service with data-driven insights and recommendations.

Client Portal & Mobile Experience

Deliver a premium digital experience for high-net-worth clients with customizable dashboards, interactive portfolio analytics, document sharing, and secure messaging. Available as white-labeled web and mobile applications.

Compliance Integration

Built-in workflows for regulatory classifications (FATCA, CRS, MiFID II), suitability assessments, and audit logs. Ensure compliance with local regulations while providing a seamless client experience.

Ready to Transform Your Private Banking Experience?

See how ZagTrader can help you deliver personalized wealth management services to your high-net-worth clients

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