OpenSolution

OpenSolution

Openfinance
+
+

Related Products

  • Wallester
    260 Ratings
    Visit Website
  • Building Logistics
    192 Ratings
    Visit Website
  • Plaid
    129 Ratings
    Visit Website
  • Zengo Wallet
    414 Ratings
    Visit Website
  • Gr4vy
    5 Ratings
    Visit Website
  • Worksection
    152 Ratings
    Visit Website
  • CXT Software
    70 Ratings
    Visit Website
  • Figure Markets
    89 Ratings
    Visit Website
  • FreshBooks
    5,452 Ratings
    Visit Website
  • Dynamo Software
    67 Ratings
    Visit Website

About

Build unique digital experiences powered by real-time financial data and insights. Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more. Create new distribution channels and unlock your firm’s true growth potential. Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing. As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial held away assets and 3rd party application data aggregation.

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

Financial institutions and investment advisors requiring a solution to deliver better, data-driven outcomes for their clients

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/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BridgeFT
United States
www.bridgeft.com

Company Information

Openfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/

Alternatives

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Tower

Tower

TechRules
Assetmax

Assetmax

Fimax AMS
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Categories

Categories

Integrations

Plaid
Vertalo

Integrations

Plaid
Vertalo
Claim BridgeFT and update features and information
Claim BridgeFT and update features and information
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information