fundsaccess fundsaccess

The platform for digital
investment advisory*

* by the market leader

Our platform connects investors, financial advisors, wealth and asset managers and custodian banks. We deliver state-of-the-art financial technology and help you to increase efficiency and strengthen your distribution power.

Delivering value for your clients,
your advisors and your organisation

Ready for hybrid advice

Client relationships are personal and digital. We enable both worlds.

Modular micro-services

Our modular API-based approach gets you what you need: data, reports, frontends.

Regulatory compliance

Our partners profit from our long-standing regulatory expertise.

Our solutions at a glance

Advisory platform: Deliver personal and digital advice
Onboarding: Convert prospects into clients
Order Management: Handle transactions efficiently
Client portals and reporting:
Ready for digital interaction
Advisor applications: Strengthen distribution networks
Fund data and factsheets:
Provide the right information
More about our solutions

More than

50

B2B clients

  • Banks and insurances
  • Wealth managers
  • Broker pools and organisations
  • Asset managers
More about our users
AXA
SwissLife
Bayerische Vermögen
Tecis
Gothaer
Bonnfinanz
Alte Leipziger
Fondsdepot Bank
Wüstenrot Württembergische
Dr. Markus C. Zschaber Vermögensverwaltungsgesellschaft
Jung, DMS & CIE

(and about 50 other B2B clients)

1.3 million

checking and securities accounts

75 billion euros

in client assets

20,000

connected advisors

150 million

processed transactions every day

Our users:

Financial advisory firms Retail- and private banks Asset managers
Independent wealth managers Broker pools and organisations Insurance companies

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We are always looking for capable professionals who want to get to the bottom of something and are passionate about detail.

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