Interactive Data Corporation, a provider of financial market data, analytics and related services, announced that its Managed Solutions group has designed, built and is hosting a website for the structured products of Bank Julius Baer & Co. Ltd, a dedicated wealth manager in Switzerland. Bank Julius Baer clients have been able to access the new online offering since April this year.
The Private Clients section of the website provides an overview of the structured products offered by Bank Julius Baer. The information available includes current quotes, information on the underlyings, ratio, expiry date and volume, as well as charts and product descriptions. The website offers quick and easy navigation to categories such as top performers, new issues, product types and risk classes. In-depth background information about the individual securities and investing in structured products is also available.
Interactive Data Managed Solutions was commissioned to undertake the
conceptualisation, design, data integration and programming of the website. The provider of customised financial information systems implemented the website using its PrimePortal product, which offers visualisation, search and analysis functions for structured products.
Product information and quote data pertaining to the banks structured products are aggregated via the Market Data Gateway platform from Interactive Data Managed Solutions and are displayed on the website. Bank Julius Baer can edit product information and other static data using a content management system also provided by Interactive Data Managed Solutions.
Structured products are a key growth segment for Bank Julius Baer. Therefore, it is important for us to position ourselves with our own professional website in this segment,” says Richard Loretan, head of Structed Products, Bank Julius Baer. “Interactive Data Managed Solutions impressed us with their extensive know-how, especially the display of derivative instruments in financial information systems. This enabled rapid
development of the appropriate solution for us a fact that we highly appreciated during the course of this time-critical project.
We welcome the opportunity to effectively support Bank Julius Baer in marketing their structured products, says Christian Thier, managing director, Interactive Data Managed Solutions.