fundsaccess

Press Releases

Pollen Street Capital Acquires fundsaccess to Consolidate the WealthTech Market in the DACH Region

27.10.2023
In a significant strategic move, Fineconomy announces its intent to foster the consolidation of the European WealthTech market in collaboration with private equity investor Pollen Street Capital.
GLOBAL-FINANZ chooses Fundsaccess advisory technology for its investment business

25.07.2023
Fundsaccess has won another significant customer with GLOBAL-FINANZ, a leading German one-stop financial advisory firm, underscoring the strength and comprehensiveness of its WealthTech solution.
Fundsaccess provides advisory technology for the investment business of Ampega, the asset manager of the Talanx Group

13.06.2023
Ampega Investment GmbH has chosen to leverage advisory technology from fundsaccess, the leading provider of digital advisory solutions in the German IFA segment with over 20,000 connected advisors.
Definet selects fundsaccess to provide investment advice technology for its advisors

08.12.2022
fundsaccess, with over 20,000 connected advisors a market-leading provider in the IFA wealthtech segment, has won a new customer for its platform technology.
Finconomy AG establishes new operating unit ‚Digital Advisory‘ consolidating its solutions into a platform for hybrid investment advice

03.12.2020
Finconomy AG has consolidated ist ventures fundsaccess AG and WeAdvise AG into one entity that will represent the new business segment ‘Digital Advisory’. By combining the two entities, the management teams of both ventures plan to create the leading tech provider for independent investment advice. Fundsaccess, the market-leading SaaS provider in the IFA segment, has so far been focused on onsite advisory solutions. WeAdvise has established a state-of-the-art white-label solution for digital wealth management, which is currently employed by over a dozen wealth managers and advisory firms.
Fundsaccess and MiFID-Recorder initiate strategic cooperation

23.07.2020
With the coming into force of the new German regulation FinVermV in August 2020, advisors are confronted with a plethora of new regulatory requirements. Among other things, all telephone calls must be recorded and handed over to the customer upon request. Fully integrated, digital solutions for the entire advisory process are increasingly unavoidable. Both companies, MiFID-Recorder and fundsaccess, have decided to coordinate their respective applications in the best possible way as part of a strategic cooperation.
Fundsaccess launches new FinVermV-compliant advisory platform

23.01.2020
With the recent roll-out of the new FinVermV-compliant advisory platform to our B2B partners, and, therefore, already months before the official launch of the new FinVermV, fundsaccess offers its clients a state-of-the-art advisory process. The technology was developed with a focus on user-friendliness and high process efficiency.
Clear focus on B2B business models: Munich-based company builder Finconomy AG launched

19.10.2017
After several months in ‚stealth mode‘ Germany’s first fintech and insurtech company builder with clear B2B focus was launched today.

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