OpenSolution Description
OpenSolution by Openfinance offers a flexible and robust platform designed for wealth management institutions. Covering everything from portfolio management to client advisory, this no-code solution ensures compliance, efficiency, and client satisfaction. The platform enables businesses to automate discretionary portfolio management, generate real-time reports, and streamline communication with clients. With powerful features like risk monitoring, order management, and custom reporting, OpenSolution helps firms enhance their operational efficiency, mitigate risks, and improve overall client service. Integration with existing systems ensures a seamless workflow, making it a comprehensive solution for financial professionals.
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Wealthbot
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Integrations
Company Details
Company:
Openfinance
Year Founded:
2002
Headquarters:
Spain
Website:
openfinance.es/index.php/en/explore-opensolution/
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support
OpenSolution Features and Options
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