- Ampega Investment GmbH, the asset management unit within Talanx Group, has chosen the software-as-a-service wealthtech solution from fundsaccess.
- Advisors of Talanx Group’s HDI will also have access to leading investment advisory technology.
- With this new client relationship, fundsaccess further expands in the insurance segment.
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.
Ampega will license the white-label advisory technology from fundsaccess and make it available to Talanx Group companies, particularly HDI insurance. The solution includes onboarding new clients, managing existing clients, as well as an API integration with the custodian bank. The rollout is planned for the first half of 2023.
Ampega’s decision to choose fundsaccess’ advisory technology reflects trust in fundsaccess’ long-standing expertise and ability to offer innovative and customized solutions.
Rolf-Henning Hackel, MD Sales of fundsaccess, says, “We are delighted to welcome Ampega as a new customer. It is an important step in our mission to offer innovative solutions to our customers in the insurance segment. We look forward to collaborating and jointly driving the digital future of the investment business within Talanx Group.”
Gregor Mandt, Head of Exclusive & Digital Sales at Ampega, adds, “We are excited to start with fundsaccess as an innovative partner and provide our advisors with the latest investment technology to strengthen the distribution of our products. We are confident that through this collaboration, we can further enhance our digital competence and provide even better service to our customers.”
fundsaccess AG is one of the leading SaaS providers of digital advisory technology in the German-speaking market and the market leader in the German IFA segment. fundsaccess offers white-label technology along the entire advisory process and serves well-known insurance companies, wealth managers, financial advisory firms, and broker pools. The product range includes investment advisory and portfolio optimization systems, client and advisor portals, product databases, and a multi-custody client management system.
Ampega, as Talanx Investment Group, is responsbiel for asset management within Talanx Group. Ampega entities manage capital and real estate assets of about € 163 bn via direct investments and funds (as of 31.12.2022). Talanx is one of the major European insurance groups by premium income.