OpenSolutionOpenfinance
|
||||||
Related Products
|
||||||
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
riskine develops B2B advisory and sales software (“white label”) for the financial industry, based on state-of-the-art AI and graph-based technologies. The products support lead generation, advisory, and closing across all distribution channels (self-service, personal, and hybrid).
riskine enables real customer centricity in financial advisory by placing objective risks, subjective risk preferences, and customers’ wishes and dreams at the heart of the solution. Thanks to its modular, API-based architecture, individual products and calculators can be combined and customized to meet specific requirements. All solutions are continuously enhanced and meet all relevant regulatory requirements.
riskine serves more than 50 insurance companies, financial distributors, and banks across 12 markets. Together with partners from the financial industry, riskine is developing digital, customer-centric advisory solutions to help ensure that everyone can make better financial decisions in the fut
|
|||||
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
For insurance companies and banking establishments looking for a software that can provide customized solutions
|
|||||
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
|
Pricingriskine charges a one-time implementation fee as well as a monthly SaaS subscription fee. The overall cost depends on the scope of the solution, including the number of modules selected and the expected level of usage.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationOpenfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
|
Company Informationriskine
Founded: 2016
Austria
www.riskine.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Financial Services Features
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
|
||||||
Integrations
Vertalo
|
||||||
|
|
|