OpenSolution

OpenSolution

Openfinance
OpenSolution Point

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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.
Point:

About

Point is a data-first, cloud-native Investment Data Intelligence (IDI) platform designed for wealth and asset managers, including family offices, external asset managers, private banks, and advisory firms. It aggregates and reconciles complex investment data, custodial, platform, AIFMs, direct investments, real estate, foreign exchange, and collectibles across multi-asset, multi-custody, multi-currency environments, delivering an independent Investment Book of Record (IBOR) updated daily. The system controls and secures data ingestion, employs advanced analytics and AI-driven insights, and offers detailed portfolio performance, risk, and opportunity visualizations via configurable dashboards. With open APIs and modular design, it integrates seamlessly with front-office CRMs, client portals, reporting engines, and back-office systems, enabling clean, reconciled, and shareable data across workflows.
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
Point:

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
Point:

Audience

Wealth and asset management firms seeking a solution to aggregate, reconcile, analyze, and share diverse investment data for enhanced decision-making and client engagement
OpenSolution:

Support

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

Support

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

API

Offers API Not Supported
Point:

API

Offers API Supported
OpenSolution:

Screenshots and Videos

Point:

Screenshots and Videos

OpenSolution:

Pricing

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

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

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Review this Software
Point:

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
Point:

Training

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

Company Information

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

Company Information

Point
Founded: 2017
United Kingdom
pointgroup.io/investment-data-intelligence-platform
OpenSolution:

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FINARTIS
OpenSolution:

Categories

Wealth Management Supported
Point:

Categories

Wealth Management Supported
OpenSolution:

Integrations

Vertalo Supported
Point:

Integrations

Vertalo Not Supported
OpenSolution:
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information
Point:
Claim Point and update features and information
Claim Point and update features and information