OpenSolution 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.
OpenSolution Alternatives
Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow.
Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place.
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SBS Asset Finance is a cloud-native, modular platform built for banks, captives, and specialist lenders managing asset-based finance. It supports the full financing lifecycle, from digital onboarding and credit decisioning to loan servicing, portfolio management, risk control, and digital audit.
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Moneyinfo
Moneyinfo serves as a comprehensive digital platform for wealth management and financial advisory firms, providing both a web and mobile interface that is customized to reflect the firm's brand identity. Clients can effortlessly access their complete financial landscape—including investments, savings, pensions, banking, mortgages, credit cards, insurances, and property valuations—all through a single secure login available around the clock. By consolidating data from various sources, it enables users to view their financial accounts and assets in one cohesive interface. The platform also features secure messaging, document sharing, and cloud storage, along with biometric login and integrated e-signature capabilities. This functionality allows advisers to communicate and collaborate more effectively with clients while ensuring adherence to compliance requirements. Additionally, Moneyinfo incorporates workflow automation, onboarding resources, and tailored portfolio and performance summaries, all delivered through a mobile app designed specifically for the firm, thereby enhancing client engagement and fostering loyalty. Furthermore, the platform's user-friendly design aims to simplify the management of a client's financial life, making it a valuable tool for both advisers and their clients.
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Tower
Tower is the TechRules' leading financial software solution for wealth and investment management. It's the solution to complete the advisory life cycle and create a new communication channel for clients. Our innovative solution will significantly improve investment proposals, portfolio management, and reporting. Our tools allow advisors to see the whole picture of clients and align their strategies. This perspective strengthens the relationship between financial professionals and clients, resulting in confidence and retention.
TechRules staff are highly skilled and have deep knowledge in fintech. They will evaluate our clients' needs and help you to implement Tower in the right dimension for your company. Tower offers a wide range of financial software solutions, including the full software and some modules. It is the perfect financial software solution for demanding clients who require high-level financial services.
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Integrations
Company Details
Company:
Openfinance
Year Founded:
2002
Headquarters:
Spain
Website:
openfinance.es/index.php/en/explore-opensolution/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support
OpenSolution Features and Options
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