fundsaccess AG

Press Releases

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.

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checbox-analytics	1 year	This cookie is set by the WordPress GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". It does not store any personal data.
cookielawinfo-checkbox-necessary	1 year	This cookie is set by the WordPress GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Necessary". It does not store any personal data.
CookieLawInfoConsent	1 year	The cookie is set by the WordPress GDPR Cookie Consent plugin and is used to store the user's consent to the use of cookies. It does not store any personal data.
pll_language	1 year	This cookie is set by the WordPress Polylang plugin. The cookie is used to store the user's langauage selection. It does not store any personal data.
viewed_cookie_policy	1 year	The cookie is set by the WordPress GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Cookie	Duration	Description
_ga	2 years	The cookie is set by Google Analytics and is used to store an unique User-ID. Based on this ID Google Analytics can detect returning visitors and merge data from previous visits.
_gat	1 minute	The cookie is set by Google Analytics and is used to throttle request rate. The cookie expires after one minute. When set it prevents certain data to be sent.
_gid	1 day	The cookie is set by Google Analytics and is used to store an unique User-ID. Based on this ID Google Analytics can detect returning visitors and merge data from previous visits.

Press Releases

Definet selects fundsaccess to provide investment advice technology for its advisors

Finconomy AG establishes new operating unit ‚Digital Advisory‘ consolidating its solutions into a platform for hybrid investment advice

Fundsaccess and MiFID-Recorder initiate strategic cooperation

Fundsaccess launches new FinVermV-compliant advisory platform

Clear focus on B2B business models: Munich-based company builder Finconomy AG launched

We use Cookies