Bestportfolio

What is Bestportfolio?_

Our simplest and most practical solution, adapted entirely to the needs of financial advice companies

Easily configures the specific features of each client’s business model.
Automates the processes of providing investment advice and preparing proposals and reports, which allows them to monitor all the positions of their clients in aggregate, regardless of the depositories.
Ensures current and future regulatory compliance to help them achieve business targets and client satisfaction.
Has an environment with exceptional user experience that also offers direct access to the end client.
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family offices
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years of experience
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clients

MiFID II

compliance

Functions of the solution_

1

Analysis of client positions and report preparation, allowing for automatic integration of all client positions and transactions from different custodians.

2

It automates the entire business advice process, from running the suitability, convenience and risk control tests to preparing investment proposals.

3

It supports client business tracking with the help of CRM, alert administration, controls and statistical monitoring, which benefits continuous advisor/client communication.

4

It allows you to perform any activity relating to contract management, from rebalancing them and sending orders to the required calculation of fees.

5

It provides a client portal, which can be used to manage their investment profile, generate interactive reports on their portfolios or review details of their proposals.

6

Access to the Openfinance Ecosystem, a marketplace that incorporates the market’s best wealthtech solutions – fully integrated with Bestportfolio.

Download all the information about Openfinance Ecosystem
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What benefits does it offer?
Why choose Bestportfolio?_

CLOUD TOOL

No software installation, no complicated setup or backup processes, with multi-channel access possible.

CONTINUOUS UPDATING

It considers not only the required adjustments to the regulations in force, but also the evolving needs of the industry.

CONFIDENTIALITY

Our infrastructure ensures data privacy by preventing possible leaks or manipulation. It meets high standards for privacy and information security.

INTEGRITY

The platform maintains an updated backup copy, which ensures immediate response in the event of an incident.

MULTI-USER

It provides all members of the team with individual access – each having their respective user role.

MULTI-DEVICE

Both clients and entities can readily access the solution from any device with internet access.

Our solution_

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