Openfinance Ecosystem

What is Openfinance Ecosystem?_
Modular ecosystem that can be customised for each business model. It is made up of the best wealthtech solutions on the market, fully integrated with Openfinance products.
In this way, it is possible to unify the management of all relevant investment processes maximising the user experience.
Modules and functionalities_
It serves as a marketplace offering the marketās best wealthtech solutions, which are fully integrated with the Openfinance wealth management products in order to boost the value of your business..
It standardises all the major investment processes through a platform with optimal user experience.
It is continuously supplemented to respond to the current challenges in the industry thanks to collaboration with the most disruptive and innovative partners from the Open Wealth Challenge programme.
It considers all types of functions, from prospecting clients to portfolio optimisation, which helps make wealth management more efficient on the part of the entities.
It ensures the required anonymity and security of all client information for the modules available in Ecosystem to operate.


ESG

ARTIFICIAL INTELLIGENCE

CUSTOMER PROSPECTION

DIGITAL SIGNATURE

ACCOUNT AGGREGATION

FINANCIAL PLANNING

DIGITAL ENROLLMENT

DIGITAL SIGNATURE

BEHAVIOURAL FINANCE

DIGITAL ENROLLMENT

PORTFOLIO OPTIMISATION

DIGITAL ENROLLMENT
What benefits does it offer? Why choose Openfinance Ecosystem?_
Reduced integration costs, operational risk and provider risk that result from the launch of technological solutions.
Allows you to connect and combine multiple services offered by our technology partners with a plug & play approach, maximising the reach and value for our customers
It accelerates the digital transformation of your business without increasing technical complexity or the associated maintenance costs.
Thanks to the large number of parnerships, Openfinance clients can select who they work with based on business model, functional
The wide variety of our standardised integrations allows the configuration of a robust wealth management solution with a standardized management.
It can be accessed from a secure, isolated and specific sandbox environment in order to test the Ecosystem solutions. This allows the available functions to be tested without any impact on the production environment.
Our solution_


