fundsaccess AG fundsaccess AG

Financial advisory firms

Stand out from the competition

In times of increased competition, only a clear value proposition enables a sustainable, long-term relationship between distribution firms and individual financial advisors. Our white-labeled investment technology supports your advisors in their everyday job – in a fully regulatory compliant way. Our partner API allows for quick and cost efficient integration with your existing IT landscape.

Retail- and private banks

Better investment advice

Throughout the entire advisory process, our white-label technology enables you to create visually appealing investment proposals and ensures fully compliant documentation. All modules are ready to hybrid advisory models, which actively involve your clients in the onboarding process. Our solutions allow you and your advisors to create a comprehensive 360° view of your clients’ assets in order to deliver holistic advice.

Asset managers

Profit from our network

Our distribution network and our platform’s reach allows you to strengthen your distribution efforts significantly. As the market-leading platform for independent financial advisors and distributors, we can help you launching new investment solutions and promoting them in the German-speaking markets.

Independent wealth managers

Digitize your customer interface

Your clients not only demand excellent asset management services but also an exceptional level of transparency and professionalism at the digital customer interface. Fundsaccess supports you in every part of the value chain, by providing digital onboarding solutions, white-labeled client portals, comprehensive multi-custody client reports and many other modules for your digital wealth management solution.

Broker pools and organisations

Increase efficiency

Your advisors trust on your administration capabilities but also on intuitive and efficient technology solutions. Our white-label solutions support you with digital account opening interfaces for most custodians and fund platforms. Moreover, our portals for clients and advisors provide an easy-to-use way to display all client assets comprehensively.

Insurance companies

Deliver holistic advice

Our out-of-the-box technology solutions enable you to provide investment products to your clients without entering regulatory risks. Advisors and clients profit from intuitive workflows and leading user experience throughout the platform. Our technology features digital account opening and is built for complex, multi-layered advisory organisations.

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