Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions
OpenSolution

OpenSolution

Openfinance
+
+

Related Products

  • ZenTreasury
    9 Ratings
    Visit Website
  • Dynamo Software
    63 Ratings
    Visit Website
  • Nexo
    16,412 Ratings
    Visit Website
  • SBS Banking Platform
    21 Ratings
  • Plaid
    117 Ratings
    Visit Website
  • Imorgon
    5 Ratings
    Visit Website
  • Axe Credit Portal
    3 Ratings
    Visit Website
  • MongoDB Atlas
    1,644 Ratings
    Visit Website
  • FreshBooks
    5,446 Ratings
    Visit Website
  • CREDITONLINE
    16 Ratings
    Visit Website

About

Wealth Intelligence (WIN) is a suite of full integrated front, middle and back office wealth management solutions. The integrated Wealth Intelligence system is designed to allow asset and wealth management firms run their complete business life cycle from a single platform, without having to use multiple systems. A bank guarantee is a type of guarantee from a lending institution where the institution ensures that the liabilities of a debtor will be met. A bank guarantee enables the customer, or debtor, to acquire goods, buy equipment or draw down a loan. A modern solution is in dire need for Guarantee Management System where most processes are digital and automated and there exists a good integration between the different parties to enable debtors, agents and risk carriers to carry out their business efficiently. Contemi Bank Guarantee Management System is the perfect fit for a modern Guarantee System where it’s quick and easy to develop customized products for the industry.

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 seeking a solution to manage their assets and wealth

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

Contemi Solutions
United States
contemi.com

Company Information

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

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Tower

Tower

TechRules
MoneyWare

MoneyWare

Miles Software (EbixCash)
PriceMetrix

PriceMetrix

McKinsey & Company
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.

Categories

Categories

Integrations

Vertalo

Integrations

Vertalo
Claim Contemi Wealth Intelligence and update features and information
Claim Contemi Wealth Intelligence and update features and information
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information