We offer a global solution that allows a co-ordinated implementation of the company strategy from advised and/or discretionary portfolio management to relationship management with the clients of these portfolios (providing outstanding tools for private bankers and advisors) based on light integration with the back office systems to guarantee the consistency and strength of the solution implemented.

Global Solution_

We offer a global solution that allows a co-ordinated implementation of the company strategy from advised and/or discretionary portfolio management to relationship management with the clients of these portfolios (providing outstanding tools for private bankers and advisors) based on light integration with the back office systems to guarantee the consistency and strength of the solution implemented.

Global Solution_

Openfinance has an API that can be integrated into applications developed by third parties. We offer different native applications for iOS, Android and Windows phone.

Mobility and
multi-device access_

Openfinance has an API that can be integrated into applications developed by third parties. We offer different native applications for iOS, Android and Windows phone.

Mobility and
multi-device access_

This solution allows any institution to propose financial planning and investment solutions to their customers - via results obtained from exhaustive research of customers' expectations and needs. This useful tool allows not only a high quality customer advisory through an attractive and personalised model, but also tracking of that assessment.

Customer
advice_

This solution allows any institution to propose financial planning and investment solutions to their customers - via results obtained from exhaustive research of customers' expectations and needs. This useful tool allows not only a high quality customer advisory through an attractive and personalised model, but also tracking of that assessment.

Customer
advice_

Overview_

Openfinance is a strong provider of technology offering solutions and developments in the Wealth Management industry:  Private & Personal Banking, HNWI, Affluent, Family Office, Brokareges Houese and Asset Management Companies.

Over the last 15 years more than 75 financial institutions around the world have placed their trust on our star product: Openworkplace.  Our business activities are mainly carried out in Spain, Columbia, Costa Rica, Mexico, and Chile.

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Global Solution_ 

Openfinance offers a complete suite of customer relations and management products which provides a comprehensive overview for financial advice and management, which are modular and integrable with multiple platforms.

Wealth Management
& Advisory

Portfolio
Management

Independent
Financial Advisory

OPENFINANCE in figures_

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Countries
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Entities
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Users
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Financial advisory companies

Our clients_

More than 70 financial institutions trust in our solutions.

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