OpenSolution

OpenSolution

Openfinance
+
+

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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.

About

Our modular architecture and unified API provides all the building blocks to assemble, test and deploy your digital wealth products at pace. We provide scale benefits and resiliency to firms of any size, with integrations that open new distribution channels. We reduce the costs of service, change management and maintenance, leaving more money to be spent on client acquisition. We help you cater to the evolving needs of a multi-generational clientbook, through product expansion and omni-channel servicing. We plan to offer an extensive feature set coupled with pre-built integration to a market place of specialist service providers, allowing wealth managers to do more things on a single platform.

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 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

Audience

Companies wanting a Wealth Management platform built to accelerate digital adoption and innovation

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

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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

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

Company Information

WealthOS
Founded: 2019
United Kingdom
wealthos.cloud/

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Categories

Categories

Integrations

Vertalo

Integrations

Vertalo
Claim OpenSolution and update features and information
Claim OpenSolution and update features and information
Claim WealthOS and update features and information
Claim WealthOS and update features and information