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Explore our product

Boost your investment services
with our leading solution

We cover the entire wealth management lifecycle, ensuring regulatory compliance from start to finish

1

All-in-one

Covers the entire wealth management lifecycle

2

Under control

Ensures regulatory compliance from start to finish

3

Innovative expertise

Backed by over 20 years of industry experience

4

Your way

Adapts to your business needs with its modular design

1

All-in-one

Covers the entire wealth management lifecycle

2

Under control

Ensures regulatory compliance from start to finish

3

Innovative expertise

Backed by over 20 years of industry experience

4

Your way

Adapts to your business needs with its modular design

Our product adapts to your business’ unique needs through its modular design

GDC

CRM

Client

Modular

Advise your clients with ADVICE

Module that automates advisory processes by ensuring regulatory requirements are met.

Ensure regulatory and business requirements

Boost productivity by mitigating legal and operational risks.

Plan your clients’ life goals with 360º advisory services

Increase your customer satisfaction with proactive management

Track portfolio evolution with REPORTING

Portfolio analysis and reporting module.

Customize report depth for each client

Aggregate accounts from multiple custodians or family units.

Customize the report format and content

Automate report generation for all your clients

Automate Discretionary Portfolio Management with MANAGE

Discretionary portfolio management module.

Customize management according to each contract mandate

Enhance your efficiency with rebalancing and bulk operations

Upgrade your strategies with building blocks

Refine your management practices with custom alerts

Elevate your commercial activity with MONITOR

Module for commercial monitoring and regulatory alerts.

Track your portfolio risk accurately

Optimise your commercial management with campaigns, objectives and proactive alerts

Keep all your appointments and tasks in one place

Take control of your business with our dashboard

Engage with your clients through our CLIENT PORTAL

Public web module for the final customer.

Involve clients through a portal that reflects your unique brand identity

Enhance the operational autonomy of your clients with our platform

Keep your clients up to date on their portfolios and investment proposals.

Transform your clients’ experience with an exclusive digital platform

Discover state-of-the-art wealth management solutions with
OPENFINANCE ECOSYSTEM

Connect to the modular ecosystem with the best wealthtech solutions

Say farewell to integration costs with multiple platforms

Transform your business and stay ahead of the curve with the most innovative solutions

Improve operational efficiency globally

Discover Ecosystem

And much more!

Maximise your potential by scaling the management and dispatch of your orders

Industrialise your order reception and transmission service

Simplify your management and centralise all your documents

Integrate any resource through the API Manager

Customise your services according to your clients’ preferences