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Description
Established in 2006, Hemonto is a Danish FinTech that specializes in providing independent and comprehensive wealth reporting through a digital platform alongside a team of expert advisors. With an impressive oversight of more than USD 55 billion and managing assets that exceed USD 10 million per client, the company processes a vast number of transactions each year to produce accurate, reconciled accounts, performance metrics, risk assessments, ESG reports, insights into private equity, and continuous monitoring, all presented within a customizable interface. Acting as a fully independent advisor, Hemonto consolidates data from various custodians, banks, portfolios, currencies, and asset types, applies objective quality controls, and identifies any discrepancies to maintain transparency, compliance, and timely reporting. The firm’s dynamic reporting dashboard, accessible on both web and mobile platforms, enhances the wealth management experience by allowing personalized oversight, direct integration with BI tools, and ongoing support from a dedicated team for reporting setup and management. This commitment to innovation and client-centric service positions Hemonto as a leader in the wealth reporting space.
Description
A cutting-edge, modular platform designed for wealth management innovation is now accessible via the cloud, catering to the growing demands of the industry. Drawing on three decades of expertise and product development, we equip you to tackle current challenges while positioning you to capitalize on future opportunities as we envision your path to growth. With a sophisticated client management solution, you can perform your daily tasks more efficiently, provide enhanced service to your clients, and boost revenue streams. The platform offers a comprehensive 360° view of client information, investments, assets, relationships, a document repository, and tracking features. By integrating digital capabilities, you can improve prospect conversion rates and deepen client relationships. The intelligent KYC capture system streamlines onboarding by adjusting to various client types, complemented by an integrated AML scoring engine. Simplifying processes allows you to manage a larger client base proactively through omnichannel approaches, ultimately increasing advisor productivity and improving overall operational efficiency. Furthermore, this innovative solution supports your business in adapting to the ever-evolving financial landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Hemonto
Founded
2006
Country
Denmark
Website
www.hemonto.com
Vendor Details
Company Name
Objectway
Country
Italy
Website
www.objectway.com/objectway-wealthtech-suite/