With her Wealth-as-a-Service platform covers Finaplus the entire value chain in Wealth Management and Private Banking off. From portfolio management, reporting and controlling to back and middle office functions to onboarding, CRM, compliance and booking services. Customers include banks, asset managers, family offices and foundations.
Briefing //
In the challenging environment of Wealth Management precise market and product information the basis for excellent advice and sound investment decisions. They enable reliable portfolio assessment and professional reporting.
At the same time, end customers expect:inside today, comprehensible insights into their investments are always available. To sustainably meet this high quality standards, requires powerful and stable data sources that combine accuracy, depth and reliability at the highest level.
Implementation //
Finaplus profits from the powerful and scalable data infrastructure of ARIVA. The company receives stable APIs comprehensive market data of leading stock exchanges. The data is provided reliably, precisely and optionally in real time or time-delayed.
The seamless integration of this loadable database into existing systems forms the foundation for a highly-performed representation within the frontends for consultants: inside and out.
With quality data from ARIVA, Finaplus users can rely on current and precise mapped portfolio values at any time. Both end customers and consultants: this gives you direct insight into live courses and spreads – even when connecting multiple trading venues.
