fundsaccess AG fundsaccess AG

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

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 than

50

B2B clients

  • Banks and insurances
  • Wealth managers
  • Broker pools and organisations
  • Asset managers
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

62 billion euros

in client assets

20,000

connected advisors

150 million

processed transactions every day

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