OpenSolution

OpenSolution

Openfinance
OpenSolution WealthObjects

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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.
WealthObjects:

About

We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools.
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
WealthObjects:

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
WealthObjects:

Audience

Digital businesses looking for a platform to manage their investments and pensions
OpenSolution:

Support

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

Support

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

API

Offers API Not Supported
WealthObjects:

API

Offers API Supported
OpenSolution:

Screenshots and Videos

WealthObjects:

Screenshots and Videos

OpenSolution:

Pricing

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

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
WealthObjects:

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
WealthObjects:

Training

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

Company Information

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

Company Information

WealthObjects
United States
wealthobjects.com
OpenSolution:

Alternatives

MoneyWare

MoneyWare

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WealthObjects:

Alternatives

OpenSolution:
WealthObjects:
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WealthObjects:
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OpenSolution:
WealthObjects:
OpenSolution:
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WealthObjects:
Third Financial

Third Financial

Third Financial Software
OpenSolution:

Categories

Wealth Management Supported
WealthObjects:

Categories

WealthObjects:

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Not Supported
Risk Management Not Supported
OpenSolution:

Integrations

Vertalo Supported
WealthObjects:

Integrations

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