fundsaccess AG fundsaccess AG

The all-in-one solution for
digital investment advisory*

* created by the market leader

Our state-of-the-art technology supports financial service providers in providing regulatory compliant advice, handling transactions digitally and convincing existing and new customers.

Our platform at a glance:

1 million

checking and securities accounts

44 billion euros

in client assets

20,000

connected advisors

150 million

processed transactions every day

Alte Leipziger
SwissLife
Gothaer
AXA
JDC Group
Tecis
Fondsdepot Bank
Hellobank
Bayerische Vermögen
Dr. Markus C. Zschaber Vermögensverwaltungsgesellschaft

(and about 50 other B2B clients)

The investment advisory cycle

Along the investment advisory process, our solutions support you in acquiring new customers, serving existing customers and processing orders in a fully digitized way.

The various modules of our platform solution can also be used individually as satellite applications. Due to the modular structure of the technology, the individual modules can be perfectly integrated into your existing sales processes and operations.

Request a demo