The March release revises customer selection, i.e. the grey field below page selection. The filter and the search function have been combined in a single point and can now be accessed using the magnifying glass. The print functions have been removed from the three points and are now likewise displayed as a PDF symbol within the grey field.

The selection field for customers/custody accounts/accounts is now also available in the traditional e-banking view and offers more space for customer names in general.

Our current Portfolio Analysis version lets you order statements of assets automatically. A new template management function has also been introduced, allowing you to customise your statements of assets according to your needs. The new functions are available in Online Banking under Service > Order reports & forms.

You can define several templates for different purposes. The templates can then be selected when ordering statements of assets in Online Banking.

Subscriptions can now also be created to automatically order statements of assets. The subscriptions can be created for the standardised statement of assets or for your own defined templates.

The asset allocation page (Wealth > Asset allocation) now offers additional combinations for analysing your assets even more comprehensively.