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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

IMiX serves as a comprehensive software solution that enhances wealth management by integrating advanced technology throughout both front and back office operations. This innovative platform streamlines processes, making it a valuable asset for financial professionals.

Description

OpenSolution by Openfinance offers a flexible and robust platform designed for wealth management institutions. Covering everything from portfolio management to client advisory, this no-code solution ensures compliance, efficiency, and client satisfaction. The platform enables businesses to automate discretionary portfolio management, generate real-time reports, and streamline communication with clients. With powerful features like risk monitoring, order management, and custom reporting, OpenSolution helps firms enhance their operational efficiency, mitigate risks, and improve overall client service. Integration with existing systems ensures a seamless workflow, making it a comprehensive solution for financial professionals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Vertalo No 

Integrations

Vertalo Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Investment Software Group

Founded

2008

Country

United Kingdom

Website

www.investmentsoftwareltd.com/imix

Vendor Details

Company Name

Openfinance

Founded

2002

Country

Spain

Website

openfinance.es/index.php/en/explore-opensolution/

Product Features

Product Features

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