Our wealth management as software
What does ‘wealth management as software’ mean? Why are we digitalising wealth management? And what does digital wealth management do for you?
With more than 18 years of experience in the software and consulting sector of the banking industry we know that digitalisation is becoming more and more important in the financial world, if not inevitable, if banks and financial service providers want to keep up with the constantly changing market.
Financial services institutions need to reinvent themselves in terms of investment – or expect losses in profits and market share. A prerequisite for a positive future of investment is that a transformation process for automation and digitalisation is also created. The solution? Digital wealth management based on extremely fast portfolio management software and API services.
With our wealth management software we open the retail sector. Because the maximum speed and extremely large quantity frameworks make it possible to serve client segments that were previously unable to find out about these value-added services. Digital asset management is just one service you will be able to offer your clients when you are using our wealth management platform.
Wealth management solutions – the components of our wealth management software
Here you can see our software components of the wealth management process. Every step you know was digitalised by us – the entire workflow, from A-Z; from on boarding over asset management to rebalancing.