OpenSolution

OpenSolution

Openfinance
OpenSolution Performativ

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OpenSolution:

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.
Performativ:

About

Providing wealth managers and their clients the powerful, secure, affordable wealth management software that is fit for the future. Dive into a suite of tools that transform complex tasks into intuitive experiences, making every interaction a step towards financial brilliance. Performativ is helping clients across the full spectrum of the wealth management sector. Performativ provides a comprehensive front-to-back wealth management solution with robust technology capabilities. Performativ offers seamless custodian integrations, reducing operational costs while enhancing overall efficiency. Performativ simplifies managing a large client base with intuitive portfolio management, saving time on routine tasks. Advisors can create reports according to their specific requirements, enhancing communication and satisfaction for their clients.
OpenSolution:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Performativ:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
OpenSolution:

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
Performativ:

Audience

Businesses interested in a secure Wealth Management software
OpenSolution:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Performativ:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
OpenSolution:

API

Offers API Not Supported
Performativ:

API

Offers API Not Supported
OpenSolution:

Screenshots and Videos

Performativ:

Screenshots and Videos

OpenSolution:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Performativ:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
OpenSolution:

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
Performativ:

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
OpenSolution:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Performativ:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
OpenSolution:

Company Information

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

Company Information

Performativ
Denmark
www.performativ.com
OpenSolution:

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Performativ:

Alternatives

WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
OpenSolution:
Performativ:
Summit

Summit

Summit Wealth Systems
OpenSolution:
Tower

Tower

TechRules
Performativ:
OpenSolution:
Performativ:
BITA Risk

BITA Risk

corfinancial
OpenSolution:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
Performativ:
OpenSolution:

Categories

Wealth Management Supported
Performativ:

Categories

Wealth Management Supported
OpenSolution:

Integrations

Bloomberg Not Supported
Salesforce Not Supported
Vertalo Supported
Performativ:

Integrations

Bloomberg Supported
Salesforce Supported
Vertalo Not Supported
OpenSolution:
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information
Performativ:
Claim Performativ and update features and information
Claim Performativ and update features and information