Avaloq WealthAvaloq
|
OpenSolutionOpenfinance
|
|||||
Related Products
|
||||||
About
Automate your wealth offering with our all-in-one solution. Your investment advisers, portfolio managers, and relationship managers can rely on products designed and regularly tested by wealth management specialists. Tailored investment strategies for your clients are created on a single platform, ensuring consistency across all teams. Automated risk analysis and monitoring increase your control throughout the investment journey. Avaloq Wealth also supports the management of client relationships with a 360-degree client view and a shorter onboarding time for new clients by automating manual processes. Maintain consistency in client relationship management and investment strategies across the entire front and investment office. Increase your productivity with the automatic identification of new sales opportunities. Save your portfolio managers’ time by automating manual processes and compliance tasks. Leverage user-centric and client-ready software created and tested.
|
About
OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Wealth managers and investment advisers requiring a solution to manage and automate their wealth offering services
|
Audience
Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationAvaloq
Founded: 1991
Switzerland
www.avaloq.com/solutions/products/avaloq-wealth
|
Company InformationOpenfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Amazon Web Services (AWS)
Kubernetes
Red Hat OpenShift
Vertalo
icCube
|
Integrations
Amazon Web Services (AWS)
Kubernetes
Red Hat OpenShift
Vertalo
icCube
|
|||||
|
|
|