OpenSolution

OpenSolution

Openfinance
SOLIAM

SOLIAM

VERMEG
OpenSolution SOLIAM

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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.
SOLIAM:

About

SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with a robust ALM engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance.
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
SOLIAM:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises 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
SOLIAM:

Audience

Asset owners, wealth managers, financial institutions, and regulatory/compliance teams seeking efficient, compliant investment management solutions.
OpenSolution:

Support

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

Support

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

API

Offers API Not Supported
SOLIAM:

API

Offers API Not Supported
OpenSolution:

Screenshots and Videos

SOLIAM:

Screenshots and Videos

No images available
OpenSolution:

Pricing

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

Pricing

Contact us
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:

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SOLIAM:

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
SOLIAM:

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/
SOLIAM:

Company Information

VERMEG
Founded: 1993
Netherlands
vermeg.com
OpenSolution:

Alternatives

MoneyWare

MoneyWare

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SOLIAM:

Alternatives

MoneyWare

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Miles Software (EbixCash)
OpenSolution:
SOLIAM:
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OpenSolution:
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SOLIAM:
M2Advisor

M2Advisor

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OpenSolution:
SOLIAM:
OpenSolution:
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
SOLIAM:
Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions
OpenSolution:

Categories

Wealth Management Supported
SOLIAM:

Categories

OpenSolution:

Integrations

Vertalo Supported
SOLIAM:

Integrations

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