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.
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
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.
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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