ESG
Incorporates sustainability indicators that complement our reporting, advisory and discretionary management services. Ensures compliance with sustainability requirements..
Artificial Intelligence
Systematize the development of investment proposals and product replacements, taking into account the particularities of each investor through Artificial Intelligence models.
Customer Prospection
It offers a portal for each entity that enhances prospecting and customer acquisition, accompanying them from the financial planning of personal objectives to contracting.
Digital Signature
Provider that automates the digital signature process of all platform documentation, ensuring compliance with the regulations applied to the financial industry.
Account Aggregation
Global financial data aggregator that automatically connects Openfinance solutions with more than 150 entities worldwide, enabling a holistic view of customer wealth.
Financial Planning
It offers a comprehensive multi-objective financial planning solution that enables advisors to provide personalized, automated and continuously monitored advice.
Digital Enrollment
Systematize the complete onboarding process, ranging from the capture of identity documents to the validation of enrollments and the generation of contractual documentation.
Digital Signature
Provider that automates the digital signature process of all platform documentation, ensuring compliance with the regulations applied to the financial industry.
Behavioural Finance
It offers an omni-channel MIFID II suitability test that uses behavioural finance for a more accurate, more efficient and lower drop-out rate assessment.
Digital Enrollment
It provides a continuous customer monitoring service that ensures the Prevention of Money Laundering and Terrorist Financing and complements our digital enrolment solution.
Portfolio Optimisation
It provides the advisor with a tool for the automated preparation of investment proposals under the Black-Litterman portfolio optimisation model.
Digital Enrollment
It provides a smart identity verification and ID document scanning service focused on improving the experience and robustness of digital enrolment.
