Fintech Solutions for the Wealth Management Industry_
We offer high value-added solutions that help our clients provide a full investment reporting, advisory and portfolio management services, including portfolio rebalancing. Their modular nature and potential for integration with multiple platforms provide high business flexibility.
Wealth Management & Advisory
Portfolio Management
Independent Financial Advisory
Openfinance has been selected as one of the 100 most innovative Wealthtech companies in the world_
With its 20 years of experience, Openfinance is a leader in its continuous commitment to innovation, creating a disruptive and constant impact on the industry that has allowed it to be part of this list.
OPENFINANCE in numbers_
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Our clients_
Our clients range from retail banking to private banking, financial advisors, securities companies, agencies, insurance companies, pension plan and investment fund managers.
We are present in Spain, our main market, Portugal, Mexico, Costa Rica, Panama, Colombia and Chile.
